+40.5%
CSCO vs LNT
+10.8%
+29.6%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.8% | +2.0% | +1.1% |
| 7D | +6.6% | -0.5% | +7.1% | +6.4% |
| 30D | -11.3% | +9.9% | -21.3% | -9.9% |
| 3M | -17.3% | +4.8% | -22.1% | -17.0% |
| 6M | +3.5% | +2.2% | +1.4% | +3.1% |
| YTD | +34.9% | +15.9% | +19.0% | +41.1% |
| 1Y | +40.5% | +10.6% | +29.9% | +44.8% |
| All | +40.5% | +10.8% | +29.6% | +44.8% |
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