+32.4%
LNT vs BB
-29.9%
+62.3%
-25.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.7% | +1.8% | -0.8% |
| 7D | -1.1% | -2.1% | +1.0% | -1.0% |
| 30D | -1.9% | -16.0% | +14.1% | -1.5% |
| 3M | -7.2% | -14.5% | +7.3% | -7.1% |
| 6M | -3.9% | +118.6% | -122.5% | -7.2% |
| YTD | +5.9% | +98.9% | -93.1% | +2.5% |
| 1Y | +8.4% | +99.5% | -91.1% | +4.8% |
| 3Y | +46.6% | +65.4% | -18.7% | +40.3% |
| 5Y | +32.4% | -27.6% | +60.1% | +24.7% |
| All | +32.4% | -29.9% | +62.3% | +24.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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