+7.6%
COMP vs LNT
+11.3%
-3.7%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.5% | +1.2% | +1.7% |
| 7D | 0.0% | +1.0% | -1.0% | 0.0% |
| 30D | +16.6% | +9.6% | +7.0% | +17.8% |
| 3M | -23.5% | +5.4% | -28.9% | -23.9% |
| 6M | +25.7% | +3.1% | +22.6% | +23.4% |
| YTD | -3.4% | +16.5% | -19.9% | -0.7% |
| 1Y | +7.6% | +12.3% | -4.7% | +12.5% |
| All | +7.6% | +11.3% | -3.7% | +12.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling