+173.2%
LNT vs RACE
+738.3%
-565.1%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.7% | +0.4% | +1.0% |
| 7D | +0.6% | +3.9% | -3.3% | 0.0% |
| 30D | +12.4% | +7.4% | +5.0% | +11.1% |
| 3M | +6.7% | +1.6% | +5.1% | +6.3% |
| 6M | +3.9% | +23.3% | -19.4% | 0.0% |
| YTD | +16.5% | +14.7% | +1.9% | +13.1% |
| 1Y | +12.5% | +2.5% | +10.0% | +11.3% |
| 3Y | +66.9% | +28.0% | +38.9% | +54.7% |
| 5Y | +56.1% | +69.8% | -13.7% | +34.9% |
| 10Y | +173.2% | +734.9% | -561.7% | +68.4% |
| All | +173.2% | +738.3% | -565.1% | +68.4% |
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