+49.9%
XLE vs LNT
+13.9%
+35.9%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | +2.3% | -7.0% | -4.8% |
| 7D | -7.2% | +7.2% | -14.4% | -7.7% |
| 30D | +0.1% | +15.6% | -15.5% | -1.1% |
| 3M | +9.2% | +5.2% | +4.0% | +8.8% |
| 6M | +8.4% | +1.7% | +6.7% | +8.5% |
| YTD | +44.9% | +17.0% | +27.9% | +38.7% |
| 1Y | +49.9% | +14.2% | +35.6% | +43.9% |
| All | +49.9% | +13.9% | +35.9% | +43.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling