-14.1%
CG vs LNT
+13.9%
-28.0%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +2.3% | +2.2% | +4.3% |
| 7D | +9.4% | +7.2% | +2.3% | +9.1% |
| 30D | +8.7% | +15.6% | -6.9% | +8.5% |
| 3M | -15.0% | +5.2% | -20.2% | -15.5% |
| 6M | -13.2% | +1.7% | -14.9% | -14.1% |
| YTD | -26.2% | +17.0% | -43.2% | -26.2% |
| 1Y | -14.1% | +14.2% | -28.3% | -13.4% |
| All | -14.1% | +13.9% | -28.0% | -13.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling