+10.2%
O vs LNT
+54.8%
-44.6%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.5% | -0.5% | -0.2% |
| 7D | +0.6% | -0.2% | +0.8% | +0.7% |
| 30D | +9.4% | +11.6% | -2.2% | +2.8% |
| 3M | -2.4% | +8.2% | -10.6% | -6.7% |
| 6M | -1.9% | +3.1% | -5.0% | -3.7% |
| YTD | +10.5% | +16.8% | -6.3% | +1.1% |
| 1Y | +10.0% | +11.6% | -1.6% | +3.2% |
| 3Y | +40.5% | +67.4% | -26.9% | +4.6% |
| 5Y | +10.2% | +56.8% | -46.5% | -14.8% |
| All | +10.2% | +54.8% | -44.6% | -14.8% |
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