+33.2%
LNT vs SCCO
+303.5%
-270.3%
-25.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | 0.0% |
| 7D | -1.0% | -2.7% | +1.6% | -0.9% |
| 30D | -4.2% | -0.7% | -3.5% | -4.3% |
| 3M | -6.7% | +8.1% | -14.8% | -7.2% |
| 6M | -3.6% | +4.1% | -7.7% | -4.2% |
| YTD | +5.9% | +41.1% | -35.2% | +2.7% |
| 1Y | +7.3% | +95.6% | -88.3% | +1.4% |
| 3Y | +46.5% | +179.3% | -132.8% | +31.6% |
| All | +33.2% | +303.5% | -270.3% | +15.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SCCO.
Daily Out/Under-Performance
Portfolio return minus SCCO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SCCO 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 5y: compounded portfolio wealth divided by compounded SCCO 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…
5y analysis · Full analysis span regression · 6 months rolling