+3,542.1%
CLS vs LNT
+35.5%
+3,506.6%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +0.9% | +4.7% | +5.6% |
| 7D | +12.8% | +1.0% | +11.8% | +12.8% |
| 30D | +3.8% | -1.1% | +4.9% | +3.8% |
| 3M | -14.6% | -3.6% | -11.0% | -14.9% |
| 6M | +32.2% | -2.7% | +34.9% | +31.7% |
| YTD | +11.6% | +8.0% | +3.6% | +10.8% |
| 1Y | +35.1% | +10.5% | +24.6% | +33.8% |
| 3Y | +1,312.5% | +49.6% | +1,263.0% | +1,213.4% |
| 5Y | +3,542.1% | +32.2% | +3,509.8% | +3,352.6% |
| All | +3,542.1% | +35.5% | +3,506.6% | +3,352.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling