+141.8%
LNT vs ALLE
+148.2%
-6.5%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.7% | +1.6% | +1.2% |
| 7D | +1.0% | +2.8% | -1.8% | +0.2% |
| 30D | -1.1% | -7.6% | +6.5% | +1.3% |
| 3M | -3.6% | +22.8% | -26.4% | -10.0% |
| 6M | -2.7% | +4.6% | -7.3% | -4.7% |
| YTD | +8.0% | -1.2% | +9.2% | +7.3% |
| 1Y | +10.5% | -9.1% | +19.6% | +12.6% |
| 3Y | +49.6% | +50.0% | -0.4% | +27.3% |
| 5Y | +32.2% | +15.2% | +17.0% | +20.6% |
| 10Y | +141.8% | +151.1% | -9.3% | +84.1% |
| All | +141.8% | +148.2% | -6.5% | +84.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLE.
Daily Out/Under-Performance
Portfolio return minus ALLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLE 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 ALLE 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