+1,472.1%
AXTI vs LNT
+148.3%
+1,323.8%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.1% | +0.1% |
| 7D | +5.1% | -1.0% | +6.1% | +5.2% |
| 30D | -17.5% | -4.2% | -13.2% | -17.2% |
| 3M | -26.7% | -6.7% | -20.0% | -26.5% |
| 6M | +36.8% | -3.6% | +40.3% | +36.7% |
| YTD | +296.1% | +5.9% | +290.3% | +291.7% |
| 1Y | +1,810.6% | +7.3% | +1,803.4% | +1,783.2% |
| 3Y | +2,587.6% | +46.5% | +2,541.1% | +2,403.0% |
| 5Y | +601.7% | +32.5% | +569.3% | +562.2% |
| All | +1,472.1% | +148.3% | +1,323.8% | +1,246.7% |
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