+930.5%
LNT vs XHB
+172.3%
+758.2%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.7% | -0.2% | +0.3% |
| 7D | +1.0% | -0.2% | +1.3% | +1.1% |
| 30D | +9.6% | +9.9% | -0.3% | +6.8% |
| 3M | +5.4% | -6.3% | +11.7% | +7.1% |
| 6M | +3.1% | +3.8% | -0.7% | +1.6% |
| YTD | +16.5% | +0.1% | +16.3% | +15.3% |
| 1Y | +12.3% | -0.8% | +13.1% | +11.4% |
| 3Y | +70.3% | +35.6% | +34.7% | +52.0% |
| 5Y | +56.4% | +29.6% | +26.9% | +38.7% |
| 10Y | +184.3% | +237.5% | -53.2% | +85.8% |
| All | +930.5% | +172.3% | +758.2% | +501.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling