+5,811.4%
RCL vs LNT
+1,850.5%
+3,960.9%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.5% | -1.9% | -1.7% |
| 7D | +0.6% | -0.2% | +0.8% | +0.7% |
| 30D | +19.4% | +11.6% | +7.8% | +12.6% |
| 3M | +9.8% | +8.2% | +1.6% | +5.3% |
| 6M | +28.6% | +3.1% | +25.5% | +25.9% |
| YTD | +22.2% | +16.8% | +5.4% | +11.2% |
| 1Y | +29.7% | +11.6% | +18.1% | +21.0% |
| 3Y | +265.3% | +67.4% | +197.9% | +168.4% |
| 5Y | +301.8% | +56.8% | +245.0% | +199.0% |
| 10Y | +360.5% | +185.0% | +175.5% | +144.7% |
| All | +5,811.4% | +1,850.5% | +3,960.9% | +1,257.2% |
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 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