+4,224.1%
KO vs LNT
+3,121.3%
+1,102.8%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.9% | +1.2% | +0.7% |
| 7D | -1.1% | -1.1% | 0.0% | -0.7% |
| 30D | +1.6% | -1.9% | +3.5% | +2.3% |
| 3M | +5.8% | -7.2% | +12.9% | +8.7% |
| 6M | +14.3% | -3.9% | +18.2% | +15.8% |
| YTD | +27.3% | +5.9% | +21.4% | +24.2% |
| 1Y | +33.2% | +8.4% | +24.8% | +28.7% |
| 3Y | +64.5% | +46.6% | +17.9% | +40.4% |
| 5Y | +83.1% | +32.4% | +50.7% | +61.0% |
| 10Y | +183.9% | +147.9% | +36.0% | +98.1% |
| All | +4,224.1% | +3,121.3% | +1,102.8% | +1,141.8% |
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