+135.9%
XLU vs LNT
+148.3%
-12.4%
-36.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.3% | -0.3% |
| 7D | -1.6% | -1.0% | -0.6% | -0.8% |
| 30D | -3.3% | -4.2% | +0.9% | +0.2% |
| 3M | -3.2% | -6.7% | +3.5% | +2.3% |
| 6M | -7.0% | -3.6% | -3.4% | -4.4% |
| YTD | +0.6% | +5.9% | -5.3% | -4.2% |
| 1Y | +2.4% | +7.3% | -4.8% | -3.6% |
| 3Y | +46.3% | +46.5% | -0.2% | +5.1% |
| 5Y | +44.0% | +32.5% | +11.5% | +11.2% |
| All | +135.9% | +148.3% | -12.4% | +8.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling