+3,445.6%
LNT vs COO
+5,493.5%
-2,047.9%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +2.5% | -1.4% | +1.0% |
| 7D | +0.6% | +4.3% | -3.7% | +0.4% |
| 30D | +12.4% | +17.6% | -5.2% | +11.5% |
| 3M | +6.7% | -13.9% | +20.6% | +7.4% |
| 6M | +3.9% | +6.6% | -2.6% | +3.5% |
| YTD | +16.5% | -22.0% | +38.5% | +17.8% |
| 1Y | +12.5% | -8.8% | +21.3% | +12.8% |
| 3Y | +66.9% | -21.5% | +88.4% | +68.0% |
| 5Y | +56.1% | -41.0% | +97.1% | +58.8% |
| 10Y | +173.2% | +40.9% | +132.3% | +168.0% |
| All | +3,445.6% | +5,493.5% | -2,047.9% | +3,235.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling