+1,401.6%
CRS vs LNT
+30.4%
+1,371.2%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.9% | -1.3% | -1.9% |
| 7D | -4.1% | -1.1% | -3.0% | -3.7% |
| 30D | -16.6% | -1.9% | -14.6% | -16.0% |
| 3M | -14.3% | -7.2% | -7.1% | -12.0% |
| 6M | +11.6% | -3.9% | +15.5% | +12.6% |
| YTD | +42.6% | +5.9% | +36.7% | +37.9% |
| 1Y | +81.8% | +8.4% | +73.5% | +74.0% |
| 3Y | +632.1% | +46.6% | +585.5% | +502.1% |
| 5Y | +1,401.6% | +32.4% | +1,369.2% | +1,166.9% |
| All | +1,401.6% | +30.4% | +1,371.2% | +1,166.9% |
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