+11,518.3%
LIN vs LNT
+2,038.8%
+9,479.5%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.2% | -0.5% |
| 7D | +3.6% | +4.7% | -1.1% | +1.6% |
| 30D | +6.4% | +13.0% | -6.6% | +0.9% |
| 3M | +6.5% | +5.4% | +1.1% | +3.9% |
| 6M | +4.9% | +2.0% | +2.8% | +3.6% |
| YTD | +23.4% | +16.5% | +7.0% | +15.0% |
| 1Y | +26.3% | +13.3% | +13.0% | +19.1% |
| 3Y | +38.0% | +58.7% | -20.7% | +11.0% |
| 5Y | +68.0% | +53.3% | +14.7% | +35.3% |
| 10Y | +437.1% | +173.0% | +264.1% | +229.0% |
| All | +11,518.3% | +2,038.8% | +9,479.5% | +2,791.8% |
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