+281.6%
RCL vs LNT
+56.3%
+225.3%
-65.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +1.1% | +1.9% | +2.7% |
| 7D | +5.0% | +0.6% | +4.4% | +4.8% |
| 30D | +19.4% | +12.4% | +7.0% | +15.5% |
| 3M | +5.9% | +6.7% | -0.8% | +3.9% |
| 6M | +23.8% | +3.9% | +19.9% | +22.0% |
| YTD | +22.8% | +16.5% | +6.3% | +16.4% |
| 1Y | +34.3% | +12.5% | +21.8% | +28.7% |
| 3Y | +276.4% | +66.9% | +209.6% | +215.3% |
| 5Y | +281.6% | +56.1% | +225.5% | +225.2% |
| All | +281.6% | +56.3% | +225.3% | +225.2% |
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