+665.4%
FICO vs LNT
+140.9%
+524.5%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -1.1% | +6.4% | +5.8% |
| 7D | -10.6% | +0.2% | -10.8% | -10.7% |
| 30D | -6.3% | -0.5% | -5.8% | -6.2% |
| 3M | -19.7% | -5.5% | -14.2% | -17.7% |
| 6M | -31.8% | -3.8% | -28.0% | -30.8% |
| YTD | -41.8% | +6.8% | -48.7% | -44.0% |
| 1Y | -36.4% | +9.3% | -45.7% | -39.5% |
| 3Y | +9.3% | +47.9% | -38.7% | -11.3% |
| 5Y | +113.0% | +31.6% | +81.4% | +80.0% |
| 10Y | +665.4% | +150.1% | +515.3% | +395.0% |
| All | +665.4% | +140.9% | +524.5% | +395.0% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling