+1,580.3%
LLY vs LNT
+140.9%
+1,439.4%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.1% | +1.1% | +0.4% |
| 7D | -3.1% | +0.2% | -3.3% | -3.2% |
| 30D | -8.6% | -0.5% | -8.1% | -8.5% |
| 3M | -1.6% | -5.5% | +3.9% | +0.3% |
| 6M | +11.8% | -3.8% | +15.6% | +13.3% |
| YTD | +5.1% | +6.8% | -1.7% | +2.4% |
| 1Y | +50.7% | +9.3% | +41.4% | +45.4% |
| 3Y | +95.7% | +47.9% | +47.8% | +66.0% |
| 5Y | +390.2% | +31.6% | +358.6% | +331.8% |
| 10Y | +1,580.3% | +150.1% | +1,430.2% | +1,088.1% |
| All | +1,580.3% | +140.9% | +1,439.4% | +1,088.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling