+93.1%
FOXA vs LNT
+31.4%
+61.7%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | 0.0% | +1.2% | +1.2% |
| 7D | +0.8% | -1.0% | +1.8% | +1.1% |
| 30D | +5.0% | -4.2% | +9.3% | +6.2% |
| 3M | -3.0% | -6.7% | +3.6% | -1.5% |
| 6M | +14.8% | -3.6% | +18.3% | +15.4% |
| YTD | -8.9% | +5.9% | -14.8% | -11.1% |
| 1Y | +13.3% | +7.3% | +6.1% | +10.1% |
| 3Y | +115.4% | +46.5% | +68.9% | +89.3% |
| All | +93.1% | +31.4% | +61.7% | +73.3% |
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