+1,564.8%
QQQ vs LNT
+1,439.2%
+125.6%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.1% | +0.8% | +0.1% |
| 7D | +1.0% | +0.2% | +0.8% | +0.9% |
| 30D | -0.6% | -0.5% | -0.1% | -0.5% |
| 3M | +1.3% | -5.5% | +6.8% | +3.2% |
| 6M | +18.1% | -3.8% | +21.9% | +19.2% |
| YTD | +16.9% | +6.8% | +10.1% | +12.9% |
| 1Y | +24.0% | +9.3% | +14.7% | +18.5% |
| 3Y | +95.6% | +47.9% | +47.7% | +62.7% |
| 5Y | +94.5% | +31.6% | +62.9% | +67.4% |
| 10Y | +571.7% | +150.1% | +421.6% | +326.4% |
| All | +1,564.8% | +1,439.2% | +125.6% | +399.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling