+225.7%
XLE vs LNT
+35.5%
+190.2%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.9% | +0.2% | +0.9% |
| 7D | 0.0% | +1.0% | -1.0% | -0.2% |
| 30D | +12.6% | -1.1% | +13.7% | +12.9% |
| 3M | +11.8% | -3.6% | +15.4% | +12.7% |
| 6M | +16.1% | -2.7% | +18.7% | +16.5% |
| YTD | +46.9% | +8.0% | +38.9% | +43.5% |
| 1Y | +53.3% | +10.5% | +42.8% | +48.9% |
| 3Y | +54.9% | +49.6% | +5.4% | +39.6% |
| 5Y | +225.7% | +32.2% | +193.5% | +203.1% |
| All | +225.7% | +35.5% | +190.2% | +203.1% |
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