+47.4%
NSC vs LNT
+31.3%
+16.2%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | 0.0% | +0.5% | +0.5% |
| 7D | -5.5% | -0.1% | -5.4% | -5.5% |
| 30D | -3.2% | -3.2% | 0.0% | -1.9% |
| 3M | +7.7% | -4.1% | +11.7% | +9.5% |
| 6M | +4.5% | -4.6% | +9.1% | +6.4% |
| YTD | +15.6% | +7.0% | +8.6% | +12.1% |
| 1Y | +19.8% | +8.3% | +11.6% | +15.5% |
| 3Y | +70.1% | +51.0% | +19.1% | +39.5% |
| All | +47.4% | +31.3% | +16.2% | +25.9% |
Cumulative growth
Daily Returns
Daily percentage return beside LNT.
Daily Out/Under-Performance
Portfolio return minus LNT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LNT 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 LNT 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