+47.8%
LNT vs ACI
-45.1%
+92.9%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.4% | +1.3% | -0.9% |
| 7D | +0.2% | -5.0% | +5.2% | +0.6% |
| 30D | -0.5% | -2.3% | +1.8% | -0.4% |
| 3M | -5.5% | -23.2% | +17.7% | -3.1% |
| 6M | -3.8% | -29.5% | +25.7% | -0.4% |
| YTD | +6.8% | -28.6% | +35.4% | +10.3% |
| 1Y | +9.3% | -34.0% | +43.3% | +14.0% |
| All | +47.8% | -45.1% | +92.9% | +64.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling