+562.5%
LITE vs LNT
+55.9%
+506.5%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +0.5% | -5.0% | -4.5% |
| 7D | +10.8% | +1.0% | +9.7% | +10.7% |
| 30D | -33.4% | +9.6% | -43.0% | -34.3% |
| 3M | -32.2% | +5.4% | -37.6% | -32.8% |
| 6M | -42.1% | +3.1% | -45.2% | -42.6% |
| YTD | +61.9% | +16.5% | +45.4% | +57.8% |
| 1Y | +163.0% | +12.3% | +150.7% | +157.9% |
| 3Y | +1,358.0% | +70.3% | +1,287.7% | +1,192.8% |
| All | +562.5% | +55.9% | +506.5% | +496.1% |
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