+58.7%
SO vs LNT
+35.5%
+23.3%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.9% | +0.1% | +0.3% |
| 7D | +1.0% | +1.0% | 0.0% | +0.2% |
| 30D | -3.2% | -1.1% | -2.1% | -2.4% |
| 3M | -1.7% | -3.6% | +1.9% | +1.0% |
| 6M | -7.2% | -2.7% | -4.5% | -5.3% |
| YTD | +4.6% | +8.0% | -3.4% | -1.4% |
| 1Y | +1.2% | +10.5% | -9.2% | -6.2% |
| 3Y | +45.3% | +49.6% | -4.3% | +5.8% |
| 5Y | +58.7% | +32.2% | +26.5% | +26.7% |
| All | +58.7% | +35.5% | +23.3% | +26.7% |
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