+6,459.5%
EFX vs LNT
+3,155.8%
+3,303.7%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | 0.0% | -6.3% | -6.3% |
| 7D | -8.6% | -0.1% | -8.6% | -8.6% |
| 30D | +0.1% | -3.2% | +3.3% | +1.4% |
| 3M | +3.8% | -4.1% | +7.9% | +5.7% |
| 6M | -13.5% | -4.6% | -8.9% | -12.0% |
| YTD | -17.7% | +7.0% | -24.7% | -20.4% |
| 1Y | -25.6% | +8.3% | -33.9% | -28.4% |
| 3Y | -12.1% | +51.0% | -63.1% | -26.8% |
| 5Y | -33.8% | +30.2% | -64.0% | -41.9% |
| 10Y | +45.1% | +143.6% | -98.4% | -2.1% |
| All | +6,459.5% | +3,155.8% | +3,303.7% | +1,677.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling