+66.9%
LNT vs ALC
+2.4%
+64.5%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.3% | +0.8% | +1.0% |
| 7D | +0.6% | +2.1% | -1.4% | +0.3% |
| 30D | +12.4% | +17.2% | -4.8% | +9.7% |
| 3M | +6.7% | +4.6% | +2.1% | +5.8% |
| 6M | +3.9% | +20.1% | -16.2% | +0.8% |
| YTD | +16.5% | -4.2% | +20.7% | +16.5% |
| 1Y | +12.5% | +2.1% | +10.4% | +11.2% |
| 3Y | +66.9% | +4.5% | +62.4% | +62.2% |
| All | +66.9% | +2.4% | +64.5% | +62.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ALC.
Daily Out/Under-Performance
Portfolio return minus ALC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALC 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 ALC 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