+368.5%
PSX vs LNT
+31.1%
+337.4%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.1% | +1.7% | +0.9% |
| 7D | +1.8% | +0.2% | +1.7% | +1.8% |
| 30D | +21.6% | -0.5% | +22.2% | +21.7% |
| 3M | +46.5% | -5.5% | +52.0% | +48.0% |
| 6M | +62.0% | -3.8% | +65.8% | +62.8% |
| YTD | +106.3% | +6.8% | +99.5% | +102.1% |
| 1Y | +103.0% | +9.3% | +93.7% | +97.5% |
| 3Y | +135.5% | +47.9% | +87.6% | +115.0% |
| 5Y | +368.5% | +31.6% | +336.9% | +346.1% |
| All | +368.5% | +31.1% | +337.4% | +346.1% |
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