+25.5%
LSCC vs LNT
+51.7%
-26.2%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.1% | -1.0% | +8.2% | +7.2% |
| 7D | +13.0% | +1.4% | +11.5% | +12.8% |
| 30D | -19.8% | +12.3% | -32.1% | -20.8% |
| 3M | -18.4% | +5.3% | -23.7% | -18.8% |
| 6M | -16.1% | +2.0% | -18.1% | -16.6% |
| YTD | +42.7% | +15.3% | +27.5% | +39.2% |
| 1Y | +68.0% | +12.3% | +55.7% | +64.5% |
| 3Y | +85.8% | +59.1% | +26.8% | +67.6% |
| All | +25.5% | +51.7% | -26.2% | +12.3% |
Cumulative growth
Daily Returns
Daily percentage return beside LNT.
Daily Out/Under-Performance
Portfolio return minus LNT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LNT 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 LNT 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