+3,068.2%
LITE vs LNT
+249.9%
+2,818.3%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -1.0% | +6.7% | +6.0% |
| 7D | -35.9% | +1.4% | -37.4% | -36.3% |
| 30D | -51.5% | +12.3% | -63.8% | -53.4% |
| 3M | -35.7% | +5.3% | -41.1% | -36.9% |
| 6M | -43.0% | +2.0% | -45.0% | -43.7% |
| YTD | +46.1% | +15.3% | +30.9% | +39.1% |
| 1Y | +124.7% | +12.3% | +112.4% | +115.5% |
| 3Y | +1,172.1% | +59.1% | +1,113.0% | +970.5% |
| 5Y | +477.0% | +51.7% | +425.3% | +385.1% |
| 10Y | +1,465.7% | +170.1% | +1,295.5% | +977.9% |
| All | +3,068.2% | +249.9% | +2,818.3% | +1,563.8% |
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