+394.0%
CAH vs LNT
+31.4%
+362.6%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.6% | -0.6% |
| 7D | -5.1% | -1.0% | -4.1% | -4.8% |
| 30D | +0.2% | -4.2% | +4.4% | +1.6% |
| 3M | +6.3% | -6.7% | +13.0% | +8.7% |
| 6M | +9.4% | -3.6% | +13.0% | +10.6% |
| YTD | +15.0% | +5.9% | +9.1% | +12.7% |
| 1Y | +55.4% | +7.3% | +48.2% | +51.8% |
| 3Y | +173.8% | +46.5% | +127.3% | +140.9% |
| All | +394.0% | +31.4% | +362.6% | +342.2% |
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