+33.6%
LNT vs XHB
+33.5%
+0.1%
-25.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.5% | +0.4% | -0.8% |
| 7D | +0.2% | -1.9% | +2.1% | +0.6% |
| 30D | -0.5% | -8.3% | +7.8% | +1.3% |
| 3M | -5.5% | -7.1% | +1.6% | -4.2% |
| 6M | -3.8% | -5.3% | +1.5% | -3.1% |
| YTD | +6.8% | -3.2% | +10.0% | +6.9% |
| 1Y | +9.3% | -13.9% | +23.2% | +12.2% |
| 3Y | +47.9% | +24.9% | +23.0% | +35.7% |
| All | +33.6% | +33.5% | +0.1% | +13.9% |
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