+169.4%
CCJ vs LNT
+48.2%
+121.2%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.1% | -0.4% | -1.5% |
| 7D | +4.2% | +0.2% | +4.0% | +4.2% |
| 30D | +3.2% | -0.5% | +3.7% | +3.2% |
| 3M | -1.8% | -5.5% | +3.7% | -1.8% |
| 6M | -13.5% | -3.8% | -9.7% | -13.6% |
| YTD | +9.7% | +6.8% | +2.9% | +9.4% |
| 1Y | +30.0% | +9.3% | +20.7% | +29.1% |
| All | +169.4% | +48.2% | +121.2% | +157.0% |
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 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