+1.3%
CCL vs LNT
+32.6%
-31.3%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.9% | -2.3% | -1.6% |
| 7D | -0.1% | +1.0% | -1.1% | -0.5% |
| 30D | -20.0% | -1.1% | -18.9% | -19.7% |
| 3M | -13.7% | -3.6% | -10.1% | -12.8% |
| 6M | -9.0% | -2.7% | -6.4% | -8.5% |
| YTD | -22.8% | +8.0% | -30.8% | -25.3% |
| 1Y | -25.3% | +10.5% | -35.8% | -28.4% |
| 3Y | +54.1% | +49.6% | +4.5% | +30.5% |
| All | +1.3% | +32.6% | -31.3% | -16.7% |
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