+18.8%
CLF vs LNT
+12.7%
+6.1%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | +1.1% | +5.9% | +7.1% |
| 7D | -14.1% | +0.6% | -14.7% | -13.9% |
| 30D | -5.5% | +12.4% | -18.0% | -5.0% |
| 3M | 0.0% | +6.7% | -6.7% | +1.0% |
| 6M | +11.3% | +3.9% | +7.3% | +12.5% |
| YTD | -7.7% | +16.5% | -24.2% | -12.2% |
| All | +18.8% | +12.7% | +6.1% | +16.1% |
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 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