-33.6%
CLX vs LNT
+50.4%
-84.0%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.9% | -2.5% | -1.9% |
| 7D | -3.5% | +1.0% | -4.6% | -3.9% |
| 30D | -11.9% | -1.1% | -10.8% | -11.6% |
| 3M | -2.6% | -3.6% | +1.0% | -1.3% |
| 6M | -18.2% | -2.7% | -15.5% | -17.5% |
| YTD | -5.9% | +8.0% | -13.9% | -9.0% |
| 1Y | -23.8% | +10.5% | -34.3% | -27.0% |
| 3Y | -33.6% | +49.6% | -83.1% | -43.5% |
| All | -33.6% | +50.4% | -84.0% | -43.5% |
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