+35.1%
LSCC vs LNT
+55.9%
-20.8%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | +0.5% | -6.0% | -5.5% |
| 7D | +7.0% | +1.0% | +5.9% | +6.9% |
| 30D | -2.3% | +9.6% | -11.9% | -3.2% |
| 3M | -12.5% | +5.4% | -17.9% | -13.0% |
| 6M | -10.6% | +3.1% | -13.7% | -11.1% |
| YTD | +52.7% | +16.5% | +36.2% | +48.7% |
| 1Y | +74.0% | +12.3% | +61.7% | +70.4% |
| 3Y | +104.8% | +70.3% | +34.5% | +81.3% |
| All | +35.1% | +55.9% | -20.8% | +20.2% |
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