+11,573.1%
COST vs LNT
+3,150.5%
+8,422.6%
-61.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.1% | +0.3% | -0.5% |
| 7D | -2.8% | +0.2% | -3.0% | -2.8% |
| 30D | -5.3% | -0.5% | -4.8% | -5.1% |
| 3M | -6.7% | -5.5% | -1.1% | -5.0% |
| 6M | -9.9% | -3.8% | -6.1% | -8.9% |
| YTD | +5.1% | +6.8% | -1.7% | +2.7% |
| 1Y | -7.3% | +9.3% | -16.6% | -10.2% |
| 3Y | +70.4% | +47.9% | +22.5% | +47.6% |
| 5Y | +104.4% | +31.6% | +72.8% | +82.9% |
| 10Y | +609.0% | +150.1% | +458.9% | +401.2% |
| All | +11,573.1% | +3,150.5% | +8,422.6% | +3,118.7% |
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