-58.4%
CSGP vs LNT
+58.9%
-117.3%
-72.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.4% | -1.2% | -1.4% |
| 7D | +13.9% | +4.7% | +9.2% | +12.0% |
| 30D | +16.0% | +13.0% | +3.0% | +11.3% |
| 3M | +6.1% | +5.4% | +0.7% | +4.1% |
| 6M | -8.2% | +2.0% | -10.2% | -8.8% |
| YTD | -52.3% | +16.5% | -68.8% | -55.2% |
| 1Y | -54.5% | +13.3% | -67.8% | -56.7% |
| All | -58.4% | +58.9% | -117.3% | -67.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling