+238.8%
RCL vs LNT
+35.5%
+203.3%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.9% | -1.2% | -0.5% |
| 7D | -0.5% | +1.0% | -1.5% | -0.7% |
| 30D | -17.3% | -1.1% | -16.2% | -17.1% |
| 3M | -2.8% | -3.6% | +0.8% | -2.0% |
| 6M | -4.4% | -2.7% | -1.7% | -4.1% |
| YTD | -4.2% | +8.0% | -12.2% | -7.1% |
| 1Y | -23.4% | +10.5% | -33.8% | -26.2% |
| 3Y | +179.4% | +49.6% | +129.8% | +142.5% |
| 5Y | +238.8% | +32.2% | +206.5% | +195.5% |
| All | +238.8% | +35.5% | +203.3% | +195.5% |
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