+70.8%
CDNS vs LNT
+30.4%
+40.3%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.9% | +1.0% | +0.2% |
| 7D | -6.5% | -1.1% | -5.4% | -6.5% |
| 30D | -13.0% | -1.9% | -11.1% | -12.9% |
| 3M | -26.0% | -7.2% | -18.8% | -25.6% |
| 6M | -2.8% | -3.9% | +1.1% | -2.8% |
| YTD | -8.8% | +5.9% | -14.7% | -10.2% |
| 1Y | -15.8% | +8.4% | -24.2% | -17.5% |
| 3Y | +19.7% | +46.6% | -26.9% | +8.6% |
| 5Y | +70.8% | +32.4% | +38.3% | +56.4% |
| All | +70.8% | +30.4% | +40.3% | +56.4% |
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