+1,112.1%
PSX vs LNT
+417.5%
+694.6%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | +4.5% | -0.1% | +4.6% | +4.6% |
| 30D | +26.6% | -3.2% | +29.8% | +28.1% |
| 3M | +39.3% | -4.1% | +43.3% | +41.1% |
| 6M | +56.8% | -4.6% | +61.4% | +58.8% |
| YTD | +101.8% | +7.0% | +94.8% | +95.0% |
| 1Y | +99.6% | +8.3% | +91.3% | +91.6% |
| 3Y | +140.3% | +51.0% | +89.3% | +98.9% |
| 5Y | +339.3% | +30.2% | +309.2% | +280.3% |
| 10Y | +369.9% | +143.6% | +226.3% | +210.6% |
| All | +1,112.1% | +417.5% | +694.6% | +409.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling