+5.9%
CI vs LNT
+50.5%
-44.7%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | 0.0% | -1.3% | -1.3% |
| 7D | +1.3% | -0.1% | +1.4% | +1.3% |
| 30D | +4.4% | -3.2% | +7.6% | +5.7% |
| 3M | +0.7% | -4.1% | +4.7% | +2.1% |
| 6M | +0.3% | -4.6% | +4.9% | +1.9% |
| YTD | +3.8% | +7.0% | -3.2% | +1.0% |
| 1Y | -5.5% | +8.3% | -13.8% | -8.5% |
| All | +5.9% | +50.5% | -44.7% | -6.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling