+41.1%
CLS vs LNT
+8.1%
+33.0%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.9% | +0.8% |
| 7D | +4.6% | -0.1% | +4.7% | +4.5% |
| 30D | -13.9% | -3.2% | -10.7% | -15.9% |
| 3M | -26.6% | -4.1% | -22.5% | -29.1% |
| 6M | +15.4% | -4.6% | +20.0% | +10.9% |
| YTD | +5.7% | +7.0% | -1.3% | +11.5% |
| 1Y | +41.1% | +8.3% | +32.8% | +63.3% |
| All | +41.1% | +8.1% | +33.0% | +63.3% |
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 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