+32.0%
XEL vs LNT
+31.4%
+0.6%
-34.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.1% | +0.1% |
| 7D | -0.3% | -1.0% | +0.8% | +0.6% |
| 30D | -3.9% | -4.2% | +0.3% | -0.3% |
| 3M | -2.8% | -6.7% | +3.9% | +3.0% |
| 6M | -5.4% | -3.6% | -1.8% | -2.4% |
| YTD | +3.8% | +5.9% | -2.1% | -1.0% |
| 1Y | +6.8% | +7.3% | -0.4% | +0.8% |
| 3Y | +45.6% | +46.5% | -0.9% | +5.4% |
| All | +32.0% | +31.4% | +0.6% | +2.9% |
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 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