+1,533.3%
LITE vs LNT
+166.8%
+1,366.5%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +1.1% | +9.6% | +10.4% |
| 7D | -12.9% | +0.6% | -13.5% | -13.0% |
| 30D | -46.0% | +12.4% | -58.4% | -47.9% |
| 3M | -33.0% | +6.7% | -39.7% | -34.4% |
| 6M | -34.0% | +3.9% | -38.0% | -35.2% |
| YTD | +61.7% | +16.5% | +45.2% | +53.8% |
| 1Y | +148.3% | +12.5% | +135.8% | +138.4% |
| 3Y | +1,408.5% | +66.9% | +1,341.6% | +1,153.7% |
| 5Y | +546.2% | +56.1% | +490.1% | +439.7% |
| 10Y | +1,533.3% | +173.2% | +1,360.1% | +1,055.4% |
| All | +1,533.3% | +166.8% | +1,366.5% | +1,055.4% |
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