+99.4%
XBI vs LNT
+46.9%
+52.5%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.4% | -0.4% |
| 7D | -4.6% | -1.0% | -3.6% | -4.4% |
| 30D | -2.0% | -4.2% | +2.2% | -0.8% |
| 3M | +17.8% | -6.7% | +24.5% | +19.9% |
| 6M | +23.7% | -3.6% | +27.3% | +24.4% |
| YTD | +28.2% | +5.9% | +22.3% | +24.5% |
| 1Y | +64.0% | +7.3% | +56.7% | +58.4% |
| 3Y | +99.4% | +46.5% | +52.9% | +58.9% |
| All | +99.4% | +46.9% | +52.5% | +58.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling