+130.7%
C vs LNT
+31.3%
+99.4%
-42.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.3% | -0.3% |
| 7D | +3.6% | -0.1% | +3.7% | +3.7% |
| 30D | +0.1% | -3.2% | +3.2% | +0.9% |
| 3M | +2.4% | -4.1% | +6.5% | +3.3% |
| 6M | +24.9% | -4.6% | +29.5% | +26.0% |
| YTD | +19.8% | +7.0% | +12.8% | +16.3% |
| 1Y | +44.9% | +8.3% | +36.6% | +40.0% |
| 3Y | +263.0% | +51.0% | +212.0% | +212.9% |
| All | +130.7% | +31.3% | +99.4% | +105.7% |
Cumulative growth
Daily Returns
Daily percentage return beside LNT.
Daily Out/Under-Performance
Portfolio return minus LNT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LNT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded LNT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling