+141.8%
LNT vs RACE
+793.3%
-651.5%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.0% | +1.9% | +1.1% |
| 7D | +1.0% | -1.0% | +2.1% | +1.2% |
| 30D | -1.1% | -1.5% | +0.4% | -0.9% |
| 3M | -3.6% | +15.5% | -19.1% | -6.1% |
| 6M | -2.7% | +17.3% | -20.0% | -5.7% |
| YTD | +8.0% | +11.1% | -3.1% | +5.4% |
| 1Y | +10.5% | -14.3% | +24.7% | +12.3% |
| 3Y | +49.6% | +40.2% | +9.4% | +35.9% |
| 5Y | +32.2% | +92.6% | -60.3% | +10.9% |
| 10Y | +141.8% | +786.6% | -644.8% | +39.1% |
| All | +141.8% | +793.3% | -651.5% | +39.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 10y: compounded portfolio wealth divided by compounded RACE 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…
10y analysis · Full analysis span regression · 6 months rolling