+96.9%
PSX vs LNT
+13.9%
+83.0%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +2.3% | -6.8% | -4.5% |
| 7D | -5.2% | +7.2% | -12.3% | -5.2% |
| 30D | -3.7% | +15.6% | -19.4% | -4.0% |
| 3M | +26.8% | +5.2% | +21.6% | +26.4% |
| 6M | +47.3% | +1.7% | +45.7% | +46.9% |
| YTD | +105.4% | +17.0% | +88.4% | +100.6% |
| 1Y | +96.9% | +14.2% | +82.7% | +92.4% |
| All | +96.9% | +13.9% | +83.0% | +92.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling