+366.9%
RCL vs LNT
+182.6%
+184.3%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.3% | +1.2% | +1.0% |
| 7D | +8.5% | +1.6% | +7.0% | +7.8% |
| 30D | +20.4% | +12.1% | +8.3% | +13.9% |
| 3M | +11.0% | +8.2% | +2.8% | +6.8% |
| 6M | +24.9% | +3.6% | +21.2% | +22.1% |
| YTD | +23.9% | +16.2% | +7.7% | +13.7% |
| 1Y | +30.8% | +12.8% | +18.0% | +21.9% |
| 3Y | +270.4% | +66.5% | +203.9% | +175.8% |
| 5Y | +296.1% | +53.8% | +242.3% | +200.9% |
| All | +366.9% | +182.6% | +184.3% | +216.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling