+76.3%
LNT vs ACI
+25.9%
+50.5%
-25.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | 0.0% |
| 7D | -0.1% | +0.2% | -0.2% | -0.1% |
| 30D | -3.2% | +5.9% | -9.1% | -3.7% |
| 3M | -4.1% | -19.8% | +15.7% | -2.3% |
| 6M | -4.6% | -24.7% | +20.2% | -2.2% |
| YTD | +7.0% | -24.4% | +31.4% | +9.5% |
| 1Y | +8.3% | -31.5% | +39.8% | +11.8% |
| 3Y | +51.0% | -38.7% | +89.7% | +57.4% |
| 5Y | +30.2% | -42.8% | +73.0% | +34.6% |
| All | +76.3% | +25.9% | +50.5% | +80.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling