+185.0%
LNT vs CPB
-40.1%
+225.2%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.2% | +1.8% | +0.9% |
| 7D | -0.2% | -4.1% | +3.9% | +0.9% |
| 30D | +11.6% | +16.9% | -5.3% | +6.9% |
| 3M | +8.2% | -0.6% | +8.7% | +7.8% |
| 6M | +3.1% | +11.4% | -8.2% | -0.7% |
| YTD | +16.8% | -14.8% | +31.6% | +20.6% |
| 1Y | +11.6% | -24.8% | +36.4% | +19.4% |
| 3Y | +67.4% | -36.6% | +104.0% | +86.0% |
| 5Y | +56.8% | -33.3% | +90.1% | +70.5% |
| 10Y | +185.0% | -40.4% | +225.4% | +189.9% |
| All | +185.0% | -40.1% | +225.2% | +189.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CPB.
Daily Out/Under-Performance
Portfolio return minus CPB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPB 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 CPB 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