+490.8%
LITE vs LNT
+51.7%
+439.1%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -1.0% | +6.7% | +5.8% |
| 7D | -35.9% | +1.4% | -37.4% | -36.1% |
| 30D | -51.5% | +12.3% | -63.8% | -52.4% |
| 3M | -35.7% | +5.3% | -41.1% | -36.2% |
| 6M | -43.0% | +2.0% | -45.0% | -43.4% |
| YTD | +46.1% | +15.3% | +30.9% | +42.7% |
| 1Y | +124.7% | +12.3% | +112.4% | +120.3% |
| 3Y | +1,172.1% | +59.1% | +1,113.0% | +1,046.2% |
| All | +490.8% | +51.7% | +439.1% | +432.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling