+53.8%
LNT vs XHB
+28.9%
+24.9%
-25.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.7% | -0.2% | +0.4% |
| 7D | +1.0% | -0.2% | +1.3% | +1.1% |
| 30D | +9.6% | +9.9% | -0.3% | +7.3% |
| 3M | +5.4% | -6.3% | +11.7% | +6.7% |
| 6M | +3.1% | +3.8% | -0.7% | +1.9% |
| YTD | +16.5% | +0.1% | +16.3% | +15.6% |
| 1Y | +12.3% | -0.8% | +13.1% | +11.6% |
| 3Y | +70.3% | +35.6% | +34.7% | +53.0% |
| All | +53.8% | +28.9% | +24.9% | +33.7% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 XHB 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