+71.6%
CB vs LNT
+63.0%
+8.6%
-14.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.1% | -1.5% | -0.9% |
| 7D | -1.5% | +0.6% | -2.1% | -1.7% |
| 30D | +6.5% | +12.4% | -5.9% | +1.6% |
| 3M | +4.1% | +6.7% | -2.6% | +1.2% |
| 6M | +14.4% | +3.9% | +10.5% | +12.5% |
| YTD | +17.5% | +16.5% | +1.0% | +10.3% |
| 1Y | +27.5% | +12.5% | +15.1% | +21.4% |
| 3Y | +71.6% | +66.9% | +4.7% | +53.5% |
| All | +71.6% | +63.0% | +8.6% | +53.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling