+42.0%
LLY vs LNT
+11.3%
+30.7%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.5% | +0.6% | +0.9% |
| 7D | +6.6% | +1.0% | +5.6% | +6.1% |
| 30D | +19.4% | +9.6% | +9.8% | +15.0% |
| 3M | +19.6% | +5.4% | +14.2% | +16.9% |
| 6M | +42.6% | +3.1% | +39.4% | +41.1% |
| YTD | +35.0% | +16.5% | +18.5% | +32.6% |
| 1Y | +42.0% | +12.3% | +29.7% | +41.8% |
| All | +42.0% | +11.3% | +30.7% | +41.8% |
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 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