+3,155.8%
LNT vs CPB
+325.7%
+2,830.1%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -3.4% | +3.3% | +0.8% |
| 7D | -0.1% | -8.6% | +8.5% | +2.2% |
| 30D | -3.2% | -7.2% | +4.1% | -1.4% |
| 3M | -4.1% | +0.9% | -5.0% | -4.7% |
| 6M | -4.6% | -11.8% | +7.2% | -2.1% |
| YTD | +7.0% | -19.4% | +26.4% | +12.1% |
| 1Y | +8.3% | -30.4% | +38.7% | +17.6% |
| 3Y | +51.0% | -40.2% | +91.2% | +69.0% |
| 5Y | +30.2% | -39.5% | +69.7% | +44.4% |
| 10Y | +143.6% | -47.4% | +191.0% | +171.9% |
| All | +3,155.8% | +325.7% | +2,830.1% | +2,313.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling