+69.9%
CNP vs LNT
+31.1%
+38.8%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.1% | +0.2% | 0.0% |
| 7D | +0.7% | +0.2% | +0.5% | +0.5% |
| 30D | -0.1% | -0.5% | +0.5% | +0.3% |
| 3M | -5.6% | -5.5% | -0.1% | -1.4% |
| 6M | -7.5% | -3.8% | -3.7% | -4.7% |
| YTD | +5.5% | +6.8% | -1.3% | +0.5% |
| 1Y | +8.3% | +9.3% | -1.0% | +1.4% |
| 3Y | +51.8% | +47.9% | +3.8% | +11.3% |
| 5Y | +69.9% | +31.6% | +38.3% | +37.2% |
| All | +69.9% | +31.1% | +38.8% | +37.2% |
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