+220.7%
CF vs LNT
+31.3%
+189.5%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | 0.0% | -3.2% | -3.2% |
| 7D | +6.0% | -0.1% | +6.1% | +6.0% |
| 30D | +14.8% | -3.2% | +18.0% | +15.4% |
| 3M | +14.1% | -4.1% | +18.1% | +14.7% |
| 6M | +28.5% | -4.6% | +33.1% | +29.3% |
| YTD | +74.9% | +7.0% | +67.9% | +71.9% |
| 1Y | +61.7% | +8.3% | +53.4% | +58.4% |
| 3Y | +80.3% | +51.0% | +29.3% | +64.7% |
| All | +220.7% | +31.3% | +189.5% | +199.1% |
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