+1,587.5%
LITE vs LNT
+174.3%
+1,413.2%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.3% | -1.5% | -1.7% |
| 7D | -13.9% | +1.6% | -15.5% | -14.3% |
| 30D | -46.9% | +12.1% | -59.0% | -48.8% |
| 3M | -28.0% | +8.2% | -36.2% | -29.8% |
| 6M | -35.2% | +3.6% | -38.8% | -36.3% |
| YTD | +58.9% | +16.2% | +42.7% | +51.2% |
| 1Y | +125.3% | +12.8% | +112.5% | +116.3% |
| 3Y | +1,344.4% | +66.5% | +1,277.9% | +1,103.7% |
| 5Y | +541.2% | +53.8% | +487.3% | +439.5% |
| 10Y | +1,587.5% | +182.5% | +1,405.0% | +1,138.2% |
| All | +1,587.5% | +174.3% | +1,413.2% | +1,138.2% |
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