+14,787.4%
CAH vs LNT
+3,150.6%
+11,636.9%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.1% | +0.9% | +0.2% |
| 7D | -2.2% | +0.2% | -2.4% | -2.3% |
| 30D | +1.2% | -0.5% | +1.7% | +1.3% |
| 3M | +13.1% | -5.5% | +18.6% | +15.3% |
| 6M | +8.5% | -3.8% | +12.3% | +9.8% |
| YTD | +17.6% | +6.8% | +10.8% | +14.6% |
| 1Y | +60.7% | +9.3% | +51.3% | +55.3% |
| 3Y | +183.2% | +47.9% | +135.2% | +143.5% |
| 5Y | +402.2% | +31.6% | +370.6% | +345.4% |
| 10Y | +302.3% | +150.1% | +152.2% | +181.0% |
| All | +14,787.4% | +3,150.6% | +11,636.9% | +4,875.4% |
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