+3,155.8%
LNT vs COO
+5,988.7%
-2,832.9%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.5% | +1.4% | 0.0% |
| 7D | -0.1% | -2.2% | +2.1% | 0.0% |
| 30D | -3.2% | -7.0% | +3.8% | -2.8% |
| 3M | -4.1% | +12.2% | -16.3% | -4.7% |
| 6M | -4.6% | -15.1% | +10.5% | -3.9% |
| YTD | +7.0% | -15.1% | +22.1% | +7.8% |
| 1Y | +8.3% | +2.3% | +5.9% | +8.0% |
| 3Y | +51.0% | -23.7% | +74.7% | +52.3% |
| 5Y | +30.2% | -38.9% | +69.1% | +32.3% |
| 10Y | +143.6% | +49.9% | +93.7% | +138.3% |
| All | +3,155.8% | +5,988.7% | -2,832.9% | +2,952.4% |
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