+7,100.1%
CB vs LNT
+1,851.7%
+5,248.4%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.1% | -1.5% | -1.0% |
| 7D | -1.5% | +0.6% | -2.1% | -1.8% |
| 30D | +6.5% | +12.4% | -5.9% | +0.6% |
| 3M | +4.1% | +6.7% | -2.6% | +0.7% |
| 6M | +14.4% | +3.9% | +10.5% | +12.1% |
| YTD | +17.5% | +16.5% | +1.0% | +8.6% |
| 1Y | +27.5% | +12.5% | +15.1% | +19.9% |
| 3Y | +71.6% | +66.9% | +4.7% | +31.8% |
| 5Y | +100.6% | +56.1% | +44.5% | +56.1% |
| 10Y | +243.0% | +173.2% | +69.8% | +100.4% |
| All | +7,100.1% | +1,851.7% | +5,248.4% | +1,662.0% |
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