+555.8%
ROKU vs LNT
+114.7%
+441.1%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.9% | +1.7% | +0.9% |
| 7D | -2.6% | -1.1% | -1.5% | -2.5% |
| 30D | +2.1% | -1.9% | +4.1% | +2.4% |
| 3M | +31.8% | -7.2% | +39.0% | +33.2% |
| 6M | +53.3% | -3.9% | +57.2% | +54.0% |
| YTD | +42.1% | +5.9% | +36.2% | +40.4% |
| 1Y | +62.3% | +8.4% | +54.0% | +59.8% |
| 3Y | +84.6% | +46.6% | +38.0% | +70.5% |
| 5Y | -53.1% | +32.4% | -85.5% | -56.4% |
| All | +555.8% | +114.7% | +441.1% | +472.5% |
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 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