+3,150.6%
LNT vs RRX
+3,824.6%
-674.0%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.5% | +1.4% | -0.7% |
| 7D | +0.2% | -0.7% | +0.9% | +0.3% |
| 30D | -0.5% | -8.0% | +7.5% | +0.8% |
| 3M | -5.5% | -25.1% | +19.5% | -1.9% |
| 6M | -3.8% | -18.3% | +14.5% | -2.2% |
| YTD | +6.8% | +14.2% | -7.3% | +2.3% |
| 1Y | +9.3% | +13.0% | -3.7% | +4.4% |
| 3Y | +47.9% | +4.2% | +43.7% | +38.7% |
| 5Y | +31.6% | +17.9% | +13.7% | +18.5% |
| 10Y | +150.1% | +220.4% | -70.3% | +81.8% |
| All | +3,150.6% | +3,824.6% | -674.0% | +1,788.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RRX.
Daily Out/Under-Performance
Portfolio return minus RRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRX 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 RRX 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