+1,426.5%
LITE vs LNT
+66.5%
+1,360.0%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.8% | -2.8% | -3.6% |
| 7D | +22.6% | -0.5% | +23.1% | +22.5% |
| 30D | -36.8% | +9.9% | -46.7% | -36.9% |
| 3M | -33.0% | +4.8% | -37.8% | -33.0% |
| 6M | -37.1% | +2.2% | -39.2% | -37.2% |
| YTD | +69.5% | +15.9% | +53.6% | +69.0% |
| 1Y | +146.1% | +10.6% | +135.6% | +145.8% |
| All | +1,426.5% | +66.5% | +1,360.0% | +1,196.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling