+5,294.5%
CF vs LNT
+997.9%
+4,296.6%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -0.4% | +6.6% | +6.4% |
| 7D | +0.4% | +4.7% | -4.3% | -2.1% |
| 30D | +2.2% | +13.0% | -10.8% | -4.4% |
| 3M | +2.1% | +5.4% | -3.3% | -1.1% |
| 6M | -6.5% | +2.0% | -8.6% | -8.2% |
| YTD | +55.6% | +16.5% | +39.1% | +41.6% |
| 1Y | +42.3% | +13.3% | +29.0% | +31.3% |
| 3Y | +55.7% | +58.7% | -3.0% | +16.5% |
| 5Y | +122.4% | +53.3% | +69.1% | +64.1% |
| 10Y | +568.5% | +173.0% | +395.6% | +215.9% |
| All | +5,294.5% | +997.9% | +4,296.6% | +756.5% |
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