+150.1%
LNT vs LII
+163.1%
-13.0%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.4% | +1.3% | -0.6% |
| 7D | +0.2% | +0.5% | -0.3% | +0.1% |
| 30D | -0.5% | -11.2% | +10.7% | +1.8% |
| 3M | -5.5% | -28.8% | +23.3% | +0.3% |
| 6M | -3.8% | -26.9% | +23.1% | +1.2% |
| YTD | +6.8% | -22.2% | +29.0% | +10.6% |
| 1Y | +9.3% | -32.0% | +41.3% | +16.1% |
| 3Y | +47.9% | -0.4% | +48.4% | +39.3% |
| 5Y | +31.6% | +22.4% | +9.2% | +14.6% |
| 10Y | +150.1% | +171.4% | -21.3% | +77.4% |
| All | +150.1% | +163.1% | -13.0% | +77.4% |
Cumulative growth
Daily Returns
Daily percentage return beside LII.
Daily Out/Under-Performance
Portfolio return minus LII return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LII 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded LII 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling