+4,867.9%
RIO vs LNT
+3,615.6%
+1,252.3%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.5% | -0.9% | -0.6% |
| 7D | -0.9% | +1.0% | -2.0% | -1.4% |
| 30D | -9.1% | +9.6% | -18.7% | -13.1% |
| 3M | -13.7% | +5.4% | -19.1% | -16.0% |
| 6M | -24.3% | +3.1% | -27.5% | -26.0% |
| YTD | +8.9% | +16.5% | -7.6% | +0.3% |
| 1Y | +22.7% | +12.3% | +10.4% | +14.9% |
| 3Y | +51.2% | +70.3% | -19.1% | +14.0% |
| 5Y | +88.1% | +56.4% | +31.7% | +44.3% |
| 10Y | +352.3% | +184.3% | +168.0% | +138.8% |
| All | +4,867.9% | +3,615.6% | +1,252.3% | +1,048.1% |
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