-63.9%
XYZ vs LNT
+51.7%
-115.6%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.0% | +2.8% | +2.1% |
| 7D | +12.1% | +1.4% | +10.7% | +11.7% |
| 30D | +12.4% | +12.3% | +0.1% | +7.7% |
| 3M | +8.2% | +5.3% | +2.8% | +6.1% |
| 6M | +20.7% | +2.0% | +18.6% | +19.3% |
| YTD | +31.3% | +15.3% | +16.1% | +22.4% |
| 1Y | +20.5% | +12.3% | +8.2% | +13.7% |
| 3Y | +72.6% | +59.1% | +13.5% | +34.4% |
| All | -63.9% | +51.7% | -115.6% | -71.2% |
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