+32.9%
XLV vs LNT
+13.9%
+19.0%
-10.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +2.3% | +0.8% | +2.4% |
| 7D | +5.5% | +7.2% | -1.6% | +3.4% |
| 30D | +13.3% | +15.6% | -2.3% | +8.8% |
| 3M | +17.4% | +5.2% | +12.3% | +15.9% |
| 6M | +32.1% | +1.7% | +30.5% | +32.2% |
| YTD | +24.0% | +17.0% | +7.0% | +20.1% |
| 1Y | +32.9% | +14.2% | +18.7% | +30.4% |
| All | +32.9% | +13.9% | +19.0% | +30.4% |
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