+32.7%
KO vs LNT
+8.1%
+24.6%
-7.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | 0.0% | -0.8% | -0.8% |
| 7D | -1.8% | -0.1% | -1.7% | -1.7% |
| 30D | +1.4% | -3.2% | +4.6% | +2.6% |
| 3M | +15.4% | -4.1% | +19.5% | +17.7% |
| 6M | +14.3% | -4.6% | +18.8% | +16.8% |
| YTD | +27.7% | +7.0% | +20.7% | +25.6% |
| 1Y | +32.7% | +8.3% | +24.4% | +30.3% |
| All | +32.7% | +8.1% | +24.6% | +30.3% |
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