+63.9%
CSCO vs LNT
+9.3%
+54.6%
-16.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.1% | +1.3% | 0.0% |
| 7D | 0.0% | +0.2% | -0.2% | 0.0% |
| 30D | -10.7% | -0.5% | -10.2% | -10.8% |
| 3M | -8.7% | -5.5% | -3.2% | -9.9% |
| 6M | +44.9% | -3.8% | +48.7% | +43.7% |
| YTD | +44.1% | +6.8% | +37.3% | +47.0% |
| All | +63.9% | +9.3% | +54.6% | +66.7% |
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 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