+19,269.7%
CMI vs LNT
+3,150.5%
+16,119.2%
-75.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.1% | -0.1% | -0.6% |
| 7D | +0.7% | +0.2% | +0.5% | +0.6% |
| 30D | -12.3% | -0.5% | -11.8% | -12.1% |
| 3M | -16.8% | -5.5% | -11.3% | -14.7% |
| 6M | +1.5% | -3.8% | +5.3% | +2.8% |
| YTD | +9.8% | +6.8% | +3.0% | +5.1% |
| 1Y | +42.6% | +9.3% | +33.3% | +34.5% |
| 3Y | +151.0% | +47.9% | +103.1% | +98.4% |
| 5Y | +167.0% | +31.6% | +135.4% | +119.9% |
| 10Y | +512.2% | +150.1% | +362.0% | +233.3% |
| All | +19,269.7% | +3,150.5% | +16,119.2% | +3,560.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling