+12.8%
LNT vs COO
-9.3%
+22.1%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.3% | -0.2% |
| 7D | +1.6% | +4.5% | -3.0% | +1.0% |
| 30D | +12.1% | +16.9% | -4.9% | +10.3% |
| 3M | +8.2% | -16.7% | +24.9% | +10.3% |
| 6M | +3.6% | +5.9% | -2.3% | +3.1% |
| YTD | +16.2% | -22.4% | +38.6% | +16.2% |
| 1Y | +12.8% | -10.1% | +22.9% | +10.1% |
| All | +12.8% | -9.3% | +22.1% | +10.1% |
Cumulative growth
Daily Returns
Daily percentage return beside COO.
Daily Out/Under-Performance
Portfolio return minus COO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COO 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 1y: compounded portfolio wealth divided by compounded COO 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…
1y analysis · Full analysis span regression · 6 months rolling