+42.0%
SOFI vs LNT
+57.1%
-15.2%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | 0.0% | +0.6% | +0.6% |
| 7D | -4.9% | -1.0% | -3.9% | -4.8% |
| 30D | -3.5% | -4.2% | +0.8% | -2.9% |
| 3M | +3.9% | -6.7% | +10.6% | +4.8% |
| 6M | -6.5% | -3.6% | -3.0% | -6.3% |
| YTD | -33.8% | +5.9% | -39.7% | -34.9% |
| 1Y | -33.3% | +7.3% | -40.5% | -34.6% |
| 3Y | +94.6% | +46.5% | +48.1% | +83.0% |
| 5Y | +13.3% | +32.5% | -19.2% | +5.2% |
| All | +42.0% | +57.1% | -15.2% | +66.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling