+8.8%
PCG vs LNT
+54.6%
-45.8%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.0% | -0.9% | -1.3% |
| 7D | -1.6% | +1.4% | -3.0% | -2.5% |
| 30D | +1.4% | +12.3% | -10.9% | -6.1% |
| 3M | -23.4% | +5.3% | -28.7% | -26.0% |
| 6M | -19.4% | +2.0% | -21.4% | -20.6% |
| YTD | -18.5% | +15.3% | -33.8% | -25.6% |
| 1Y | -19.5% | +12.3% | -31.8% | -25.3% |
| 3Y | -21.0% | +59.1% | -80.1% | -40.7% |
| All | +8.8% | +54.6% | -45.8% | -19.4% |
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