+3.1%
LNT vs S
+45.4%
-42.2%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.5% | -1.0% | +0.6% |
| 7D | -0.2% | +1.2% | -1.4% | -0.1% |
| 30D | +11.6% | -7.3% | +18.9% | +11.3% |
| 3M | +8.2% | +5.9% | +2.3% | +8.7% |
| 6M | +3.1% | +45.6% | -42.5% | +4.7% |
| All | +3.1% | +45.4% | -42.2% | +4.7% |
Cumulative growth
Daily Returns
Daily percentage return beside S.
Daily Out/Under-Performance
Portfolio return minus S return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × S 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 6mo: compounded portfolio wealth divided by compounded S 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…
6mo analysis · Full analysis span regression · 6 months rolling