+5,083.9%
LITE vs LNT
+224.8%
+4,859.1%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | 0.0% | +4.0% | +4.0% |
| 7D | -1.5% | -0.1% | -1.4% | -1.5% |
| 30D | +6.7% | -3.2% | +9.8% | +7.8% |
| 3M | -6.8% | -4.1% | -2.7% | -6.0% |
| 6M | +29.4% | -4.6% | +34.0% | +30.8% |
| YTD | +139.1% | +7.0% | +132.1% | +133.4% |
| 1Y | +521.0% | +8.3% | +512.7% | +502.8% |
| 3Y | +1,535.3% | +51.0% | +1,484.3% | +1,300.2% |
| 5Y | +889.8% | +30.2% | +859.7% | +779.4% |
| 10Y | +2,400.7% | +143.6% | +2,257.1% | +1,682.0% |
| All | +5,083.9% | +224.8% | +4,859.1% | +2,693.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling