-59.5%
FICO vs LNT
+12.7%
-72.2%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.5% | -0.8% | -0.3% |
| 7D | +4.0% | -0.2% | +4.2% | +4.0% |
| 30D | -1.5% | +11.6% | -13.1% | -2.0% |
| 3M | -29.8% | +8.2% | -38.0% | -29.7% |
| 6M | -33.3% | +3.1% | -36.4% | -32.4% |
| YTD | -56.9% | +16.8% | -73.7% | -55.3% |
| 1Y | -59.5% | +11.6% | -71.1% | -56.7% |
| All | -59.5% | +12.7% | -72.2% | -56.7% |
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 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