-31.4%
ROL vs LNT
+11.3%
-42.7%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.5% | +2.0% | +2.4% |
| 7D | +3.0% | +1.0% | +1.9% | +2.6% |
| 30D | +19.8% | +9.6% | +10.2% | +16.2% |
| 3M | +7.9% | +5.4% | +2.5% | +5.4% |
| 6M | -25.6% | +3.1% | -28.8% | -26.7% |
| YTD | -34.1% | +16.5% | -50.6% | -35.3% |
| 1Y | -31.4% | +12.3% | -43.7% | -32.0% |
| All | -31.4% | +11.3% | -42.7% | -32.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling