+50.7%
LLY vs LNT
+9.7%
+41.0%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| 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% | +0.8% |
| 6M | +11.8% | -3.8% | +15.6% | +14.1% |
| YTD | +5.1% | +6.8% | -1.7% | +7.5% |
| 1Y | +50.7% | +9.3% | +41.4% | +57.0% |
| All | +50.7% | +9.7% | +41.0% | +57.0% |
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 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