+302.5%
PSX vs LNT
+55.9%
+246.6%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.5% | +0.2% | +0.6% |
| 7D | +7.8% | +1.0% | +6.8% | +7.6% |
| 30D | -10.9% | +9.6% | -20.5% | -12.7% |
| 3M | +14.5% | +5.4% | +9.1% | +13.1% |
| 6M | +56.1% | +3.1% | +53.0% | +54.6% |
| YTD | +109.6% | +16.5% | +93.1% | +101.2% |
| 1Y | +95.5% | +12.3% | +83.2% | +89.3% |
| 3Y | +156.2% | +70.3% | +85.9% | +126.0% |
| All | +302.5% | +55.9% | +246.6% | +264.2% |
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