+13.2%
CNH vs LNT
+31.1%
-18.0%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -1.1% | +3.3% | +2.6% |
| 7D | +1.8% | +0.2% | +1.7% | +1.7% |
| 30D | +32.6% | -0.5% | +33.1% | +32.7% |
| 3M | +29.4% | -5.5% | +34.9% | +32.0% |
| 6M | +26.0% | -3.8% | +29.8% | +27.5% |
| YTD | +52.2% | +6.8% | +45.4% | +48.2% |
| 1Y | +23.9% | +9.3% | +14.6% | +19.4% |
| 3Y | +10.1% | +47.9% | -37.8% | -6.0% |
| 5Y | +13.2% | +31.6% | -18.4% | -5.0% |
| All | +13.2% | +31.1% | -18.0% | -5.0% |
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