+7,803.6%
CI vs LNT
+3,407.5%
+4,396.1%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.0% | -1.6% | -2.1% |
| 7D | -1.6% | +1.4% | -3.0% | -2.2% |
| 30D | +5.4% | +12.3% | -6.9% | -0.1% |
| 3M | +7.3% | +5.3% | +1.9% | +4.6% |
| 6M | +5.3% | +2.0% | +3.3% | +4.1% |
| YTD | +8.5% | +15.3% | -6.8% | +1.1% |
| 1Y | +17.1% | +12.3% | +4.8% | +10.5% |
| 3Y | +1.4% | +59.1% | -57.7% | -19.6% |
| 5Y | +50.5% | +51.7% | -1.2% | +20.0% |
| 10Y | +168.5% | +170.1% | -1.6% | +59.7% |
| All | +7,803.6% | +3,407.5% | +4,396.1% | +1,459.1% |
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 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