+74.5%
LNT vs ACI
+17.4%
+57.1%
-25.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.3% | +0.4% | -0.8% |
| 7D | -1.1% | -7.1% | +6.0% | -0.4% |
| 30D | -1.9% | -4.5% | +2.6% | -1.6% |
| 3M | -7.2% | -22.3% | +15.1% | -5.2% |
| 6M | -3.9% | -28.4% | +24.5% | -1.1% |
| YTD | +5.9% | -29.5% | +35.4% | +9.1% |
| 1Y | +8.4% | -34.2% | +42.6% | +12.3% |
| 3Y | +46.6% | -45.7% | +92.3% | +54.6% |
| 5Y | +32.4% | -40.8% | +73.2% | +37.6% |
| All | +74.5% | +17.4% | +57.1% | +79.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI 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 ACI 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