+90.3%
FOXA vs LNT
+85.5%
+4.8%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.9% | -1.2% | -0.7% |
| 7D | -0.6% | +1.0% | -1.6% | -1.0% |
| 30D | +2.3% | -1.1% | +3.4% | +2.8% |
| 3M | -2.8% | -3.6% | +0.7% | -1.7% |
| 6M | +9.6% | -2.7% | +12.3% | +10.2% |
| YTD | -9.9% | +8.0% | -17.9% | -13.7% |
| 1Y | +5.4% | +10.5% | -5.1% | -0.2% |
| 3Y | +115.3% | +49.6% | +65.7% | +75.0% |
| 5Y | +93.1% | +32.2% | +60.8% | +63.4% |
| All | +90.3% | +85.5% | +4.8% | +38.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling