+59.2%
CSX vs LNT
+55.5%
+3.6%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.8% | +1.7% | +1.3% |
| 7D | +3.1% | -0.5% | +3.6% | +3.3% |
| 30D | +9.7% | +9.9% | -0.2% | +5.6% |
| 3M | +4.9% | +4.8% | +0.1% | +2.9% |
| 6M | +18.4% | +2.2% | +16.2% | +17.1% |
| YTD | +45.9% | +15.9% | +30.0% | +37.1% |
| 1Y | +50.0% | +10.6% | +39.4% | +43.5% |
| 3Y | +78.0% | +66.1% | +11.9% | +42.1% |
| 5Y | +59.2% | +55.6% | +3.6% | +30.0% |
| All | +59.2% | +55.5% | +3.6% | +30.0% |
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