+84.4%
FICO vs LNT
+55.9%
+28.4%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.5% | -0.1% | +0.2% |
| 7D | +2.2% | +1.0% | +1.2% | +1.9% |
| 30D | +0.1% | +9.6% | -9.5% | -2.7% |
| 3M | -35.2% | +5.4% | -40.6% | -36.2% |
| 6M | -32.4% | +3.1% | -35.5% | -33.1% |
| YTD | -57.4% | +16.5% | -73.9% | -59.6% |
| 1Y | -58.5% | +12.3% | -70.9% | -60.2% |
| 3Y | -28.9% | +70.3% | -99.2% | -41.8% |
| All | +84.4% | +55.9% | +28.4% | +51.1% |
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