-36.8%
CLX vs LNT
+31.1%
-67.9%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.1% | -1.1% | -1.7% |
| 7D | -4.9% | +0.2% | -5.1% | -5.0% |
| 30D | -15.8% | -0.5% | -15.3% | -15.7% |
| 3M | -7.9% | -5.5% | -2.4% | -6.0% |
| 6M | -19.0% | -3.8% | -15.2% | -18.0% |
| YTD | -7.9% | +6.8% | -14.8% | -10.5% |
| 1Y | -25.4% | +9.3% | -34.7% | -28.1% |
| 3Y | -35.0% | +47.9% | -82.9% | -44.4% |
| 5Y | -36.8% | +31.6% | -68.4% | -45.0% |
| All | -36.8% | +31.1% | -67.9% | -45.0% |
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