+559.3%
ROKU vs LNT
+114.7%
+444.6%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | 0.0% | +0.5% | +0.5% |
| 7D | -0.4% | -1.0% | +0.6% | -0.3% |
| 30D | +2.1% | -4.2% | +6.3% | +2.7% |
| 3M | +29.5% | -6.7% | +36.2% | +30.8% |
| 6M | +53.8% | -3.6% | +57.4% | +54.4% |
| YTD | +42.8% | +5.9% | +36.9% | +41.2% |
| 1Y | +60.7% | +7.3% | +53.5% | +58.5% |
| 3Y | +83.9% | +46.5% | +37.4% | +69.8% |
| 5Y | -52.8% | +32.5% | -85.3% | -56.2% |
| All | +559.3% | +114.7% | +444.6% | +475.5% |
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 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