+521.0%
LITE vs LNT
+8.1%
+512.9%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | 0.0% | +4.0% | +4.0% |
| 7D | -1.5% | -0.1% | -1.4% | -1.5% |
| 30D | +6.7% | -3.2% | +9.8% | +6.4% |
| 3M | -6.8% | -4.1% | -2.7% | -8.2% |
| 6M | +29.4% | -4.6% | +34.0% | +28.2% |
| YTD | +139.1% | +7.0% | +132.1% | +152.3% |
| 1Y | +521.0% | +8.3% | +512.7% | +609.7% |
| All | +521.0% | +8.1% | +512.9% | +609.7% |
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