+846.7%
LNT vs XHB
+173.9%
+672.8%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.0% | -1.0% | -0.3% |
| 7D | -0.1% | -1.3% | +1.2% | +0.2% |
| 30D | -3.2% | -6.9% | +3.7% | -1.4% |
| 3M | -4.1% | -1.3% | -2.8% | -4.0% |
| 6M | -4.6% | -6.8% | +2.2% | -3.3% |
| YTD | +7.0% | +0.7% | +6.3% | +5.9% |
| 1Y | +8.3% | -11.2% | +19.5% | +10.7% |
| 3Y | +51.0% | +25.3% | +25.7% | +37.8% |
| 5Y | +30.2% | +37.3% | -7.2% | +13.6% |
| 10Y | +143.6% | +211.5% | -67.9% | +62.8% |
| All | +846.7% | +173.9% | +672.8% | +452.6% |
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