+163.0%
LITE vs LNT
+11.3%
+151.7%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +0.5% | -5.0% | -4.4% |
| 7D | +10.8% | +1.0% | +9.7% | +10.9% |
| 30D | -33.4% | +9.6% | -43.0% | -33.6% |
| 3M | -32.2% | +5.4% | -37.6% | -32.1% |
| 6M | -42.1% | +3.1% | -45.2% | -42.8% |
| YTD | +61.9% | +16.5% | +45.4% | +62.3% |
| 1Y | +163.0% | +12.3% | +150.7% | +168.5% |
| All | +163.0% | +11.3% | +151.7% | +168.5% |
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