+76.1%
SO vs LNT
+55.0%
+21.1%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.4% | +0.3% |
| 7D | -0.1% | +1.6% | -1.7% | -1.3% |
| 30D | +8.7% | +12.1% | -3.4% | -0.5% |
| 3M | +3.4% | +8.2% | -4.8% | -2.8% |
| 6M | +3.7% | +3.6% | +0.1% | +0.8% |
| YTD | +10.0% | +16.2% | -6.1% | -2.1% |
| 1Y | +6.6% | +12.8% | -6.2% | -3.0% |
| 3Y | +52.5% | +66.5% | -14.0% | +1.8% |
| 5Y | +76.1% | +53.8% | +22.2% | +24.2% |
| All | +76.1% | +55.0% | +21.1% | +24.2% |
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