+102.5%
PSX vs LNT
+8.3%
+94.2%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.9% | 0.0% | -0.9% |
| 7D | +1.5% | -1.1% | +2.6% | +1.5% |
| 30D | +15.8% | -1.9% | +17.8% | +15.8% |
| 3M | +43.0% | -7.2% | +50.2% | +42.9% |
| 6M | +61.1% | -3.9% | +65.0% | +60.3% |
| YTD | +104.5% | +5.9% | +98.7% | +101.4% |
| 1Y | +102.5% | +8.4% | +94.2% | +100.6% |
| All | +102.5% | +8.3% | +94.2% | +100.6% |
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