+56.1%
LNT vs GPC
+7.9%
+48.2%
-25.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +2.3% | -1.2% | +0.6% |
| 7D | +0.6% | +0.8% | -0.2% | +0.4% |
| 30D | +12.4% | -1.1% | +13.5% | +12.6% |
| 3M | +6.7% | -6.6% | +13.3% | +8.2% |
| 6M | +3.9% | +22.2% | -18.3% | -1.2% |
| YTD | +16.5% | +5.1% | +11.5% | +13.6% |
| 1Y | +12.5% | +2.8% | +9.7% | +10.1% |
| 3Y | +66.9% | +2.4% | +64.5% | +59.0% |
| 5Y | +56.1% | +7.8% | +48.3% | +45.7% |
| All | +56.1% | +7.9% | +48.2% | +45.7% |
Cumulative growth
Daily Returns
Daily percentage return beside GPC.
Daily Out/Under-Performance
Portfolio return minus GPC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GPC 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 5y: compounded portfolio wealth divided by compounded GPC 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…
5y analysis · Full analysis span regression · 6 months rolling