+893.5%
LNT vs SPXU
-100.0%
+993.5%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.7% | -0.8% | +1.3% |
| 7D | +1.0% | -1.5% | +2.5% | +0.7% |
| 30D | -1.1% | +3.7% | -4.8% | -0.4% |
| 3M | -3.6% | -9.6% | +6.0% | -5.2% |
| 6M | -2.7% | -32.4% | +29.7% | -9.1% |
| YTD | +8.0% | -28.7% | +36.7% | +2.0% |
| 1Y | +10.5% | -38.2% | +48.7% | +1.8% |
| 3Y | +49.6% | -80.4% | +130.0% | +14.3% |
| 5Y | +32.2% | -86.0% | +118.3% | +1.9% |
| 10Y | +141.8% | -99.5% | +241.3% | +8.2% |
| All | +893.5% | -100.0% | +993.5% | +100.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling