+1,583.6%
CCJ vs LNT
+1,633.0%
-49.4%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.2% | +0.1% |
| 7D | +0.7% | -0.1% | +0.8% | +0.8% |
| 30D | +6.9% | -3.2% | +10.0% | +8.1% |
| 3M | -11.6% | -4.1% | -7.6% | -10.6% |
| 6M | -16.2% | -4.6% | -11.7% | -15.1% |
| YTD | +10.1% | +7.0% | +3.1% | +6.6% |
| 1Y | +32.3% | +8.3% | +24.0% | +27.1% |
| 3Y | +171.3% | +51.0% | +120.3% | +123.7% |
| 5Y | +372.4% | +30.2% | +342.2% | +307.8% |
| 10Y | +1,070.0% | +143.6% | +926.4% | +619.6% |
| All | +1,583.6% | +1,633.0% | -49.4% | +374.6% |
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