+33.1%
LNT vs ACI
-42.3%
+75.4%
-25.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -3.3% | +4.2% | +1.3% |
| 7D | +1.0% | -2.6% | +3.6% | +1.3% |
| 30D | -1.1% | +1.1% | -2.2% | -1.3% |
| 3M | -3.6% | -23.6% | +20.1% | -0.5% |
| 6M | -2.7% | -29.9% | +27.3% | +1.7% |
| YTD | +8.0% | -26.9% | +34.9% | +11.9% |
| 1Y | +10.5% | -34.2% | +44.7% | +16.2% |
| 3Y | +49.6% | -43.6% | +93.2% | +60.7% |
| All | +33.1% | -42.3% | +75.4% | +38.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling