+150.9%
CI vs LNT
+184.1%
-33.1%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.5% | -1.1% | -0.8% |
| 7D | -1.3% | -0.2% | -1.1% | -1.2% |
| 30D | +6.4% | +11.6% | -5.2% | +1.1% |
| 3M | +10.7% | +8.2% | +2.5% | +6.6% |
| 6M | +5.5% | +3.1% | +2.3% | +3.8% |
| YTD | +11.4% | +16.8% | -5.4% | +3.2% |
| 1Y | +15.0% | +11.6% | +3.4% | +8.8% |
| 3Y | +9.0% | +67.4% | -58.4% | -15.7% |
| 5Y | +52.0% | +56.8% | -4.8% | +19.3% |
| 10Y | +150.9% | +185.0% | -34.1% | +71.5% |
| All | +150.9% | +184.1% | -33.1% | +71.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling