+585.0%
CAG vs LNT
+3,150.6%
-2,565.5%
-62.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.1% | +0.1% | -0.6% |
| 7D | -6.6% | +0.2% | -6.8% | -6.7% |
| 30D | +2.3% | -0.5% | +2.8% | +2.4% |
| 3M | +16.3% | -5.5% | +21.8% | +18.5% |
| 6M | -16.0% | -3.8% | -12.2% | -15.0% |
| YTD | -7.7% | +6.8% | -14.5% | -9.8% |
| 1Y | -16.0% | +9.3% | -25.3% | -18.6% |
| 3Y | -37.7% | +47.9% | -85.6% | -45.7% |
| 5Y | -41.2% | +31.6% | -72.8% | -47.2% |
| 10Y | -33.8% | +150.1% | -183.9% | -52.4% |
| All | +585.0% | +3,150.6% | -2,565.5% | +96.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling