-36.3%
CCI vs LNT
+55.9%
-92.3%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.5% | +0.8% | +0.9% |
| 7D | +2.5% | +1.0% | +1.5% | +1.7% |
| 30D | +14.4% | +9.6% | +4.8% | +6.8% |
| 3M | +21.7% | +5.4% | +16.3% | +16.8% |
| 6M | +4.0% | +3.1% | +0.9% | +1.1% |
| YTD | +6.2% | +16.5% | -10.3% | -5.7% |
| 1Y | +5.4% | +12.3% | -6.9% | -3.9% |
| 3Y | +11.7% | +70.3% | -58.6% | -25.6% |
| All | -36.3% | +55.9% | -92.3% | -53.8% |
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