+3,644.4%
FIX vs LNT
+174.3%
+3,470.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.3% | -0.4% | -0.5% |
| 7D | -13.9% | +1.6% | -15.5% | -14.7% |
| 30D | -35.5% | +12.1% | -47.6% | -39.2% |
| 3M | -33.9% | +8.2% | -42.1% | -36.6% |
| 6M | -43.3% | +3.6% | -46.9% | -44.9% |
| YTD | +18.7% | +16.2% | +2.5% | +9.0% |
| 1Y | +13.8% | +12.8% | +1.0% | +5.9% |
| 3Y | +495.0% | +66.5% | +428.4% | +338.0% |
| 5Y | +1,049.0% | +53.8% | +995.2% | +765.9% |
| 10Y | +3,644.4% | +182.5% | +3,461.9% | +2,206.0% |
| All | +3,644.4% | +174.3% | +3,470.1% | +2,206.0% |
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 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