+48.7%
RSP vs LNT
+56.3%
-7.6%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +1.1% | +1.2% | +1.9% |
| 7D | +0.4% | +0.6% | -0.2% | +0.2% |
| 30D | +3.7% | +12.4% | -8.7% | -0.6% |
| 3M | +0.8% | +6.7% | -5.9% | -1.7% |
| 6M | +9.1% | +3.9% | +5.1% | +7.2% |
| YTD | +16.7% | +16.5% | +0.2% | +9.5% |
| 1Y | +19.7% | +12.5% | +7.2% | +13.8% |
| 3Y | +66.7% | +66.9% | -0.2% | +33.9% |
| 5Y | +48.7% | +56.1% | -7.4% | +22.1% |
| All | +48.7% | +56.3% | -7.6% | +22.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling