+2,024.1%
LLY vs LNT
+174.3%
+1,849.8%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.3% | +1.7% | +1.6% |
| 7D | +1.6% | +1.6% | +0.1% | +1.0% |
| 30D | +21.5% | +12.1% | +9.4% | +16.3% |
| 3M | +16.4% | +8.2% | +8.2% | +12.9% |
| 6M | +51.5% | +3.6% | +47.9% | +49.1% |
| YTD | +33.9% | +16.2% | +17.7% | +26.2% |
| 1Y | +49.1% | +12.8% | +36.3% | +42.1% |
| 3Y | +144.6% | +66.5% | +78.1% | +97.0% |
| 5Y | +466.3% | +53.8% | +412.5% | +366.0% |
| 10Y | +2,024.1% | +182.5% | +1,841.6% | +1,212.0% |
| All | +2,024.1% | +174.3% | +1,849.8% | +1,212.0% |
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