+53.8%
LNT vs SPXU
-83.3%
+137.0%
-25.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.2% | -0.7% | +0.7% |
| 7D | +1.0% | -7.6% | +8.6% | +0.2% |
| 30D | +9.6% | +5.3% | +4.3% | +10.4% |
| 3M | +5.4% | +9.6% | -4.2% | +6.8% |
| 6M | +3.1% | -4.5% | +7.6% | +3.0% |
| YTD | +16.5% | -25.9% | +42.4% | +13.1% |
| 1Y | +12.3% | -28.9% | +41.2% | +8.6% |
| 3Y | +70.3% | -80.5% | +150.8% | +39.7% |
| All | +53.8% | -83.3% | +137.0% | +26.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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