+66.5%
LNT vs Z
-20.5%
+87.0%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | Z | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -5.5% | +5.2% | 0.0% |
| 7D | +1.6% | -6.5% | +8.0% | +1.8% |
| 30D | +12.1% | -0.1% | +12.2% | +12.0% |
| 3M | +8.2% | -14.1% | +22.3% | +8.7% |
| 6M | +3.6% | -30.1% | +33.7% | +5.1% |
| YTD | +16.2% | -57.5% | +73.7% | +21.1% |
| 1Y | +12.8% | -60.3% | +73.1% | +18.1% |
| 3Y | +66.5% | -21.0% | +87.5% | +54.4% |
| All | +66.5% | -20.5% | +87.0% | +54.4% |
Cumulative growth
Daily Returns
Daily percentage return beside Z.
Daily Out/Under-Performance
Portfolio return minus Z return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Z 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 3y: compounded portfolio wealth divided by compounded Z 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…
3y analysis · Full analysis span regression · 6 months rolling