-33.3%
OKTA vs LNT
+31.4%
-64.7%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | 0.0% | -2.7% | -2.7% |
| 7D | -2.4% | -1.0% | -1.4% | -2.4% |
| 30D | +13.0% | -4.2% | +17.3% | +12.9% |
| 3M | +41.7% | -6.7% | +48.4% | +41.5% |
| 6M | +105.9% | -3.6% | +109.5% | +105.3% |
| YTD | +92.6% | +5.9% | +86.7% | +90.3% |
| 1Y | +81.1% | +7.3% | +73.8% | +78.4% |
| 3Y | +84.8% | +46.5% | +38.4% | +73.6% |
| All | -33.3% | +31.4% | -64.7% | -38.9% |
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