+34.5%
XLB vs LNT
+50.4%
-15.9%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.9% | -1.9% | -1.3% |
| 7D | -0.2% | +1.0% | -1.3% | -0.6% |
| 30D | -1.7% | -1.1% | -0.6% | -1.4% |
| 3M | +4.4% | -3.6% | +7.9% | +5.5% |
| 6M | +5.0% | -2.7% | +7.7% | +5.6% |
| YTD | +15.5% | +8.0% | +7.5% | +11.8% |
| 1Y | +14.9% | +10.5% | +4.5% | +10.3% |
| 3Y | +34.5% | +49.6% | -15.0% | +13.6% |
| All | +34.5% | +50.4% | -15.9% | +13.6% |
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