-12.4%
SOUN vs LNT
+30.9%
-43.3%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.9% | -3.5% | -2.4% |
| 7D | -4.1% | +1.0% | -5.1% | -3.9% |
| 30D | -18.1% | -1.1% | -17.0% | -18.2% |
| 3M | -12.3% | -3.6% | -8.7% | -12.8% |
| 6M | -18.6% | -2.7% | -15.9% | -18.8% |
| YTD | -34.1% | +8.0% | -42.1% | -33.4% |
| 1Y | -57.0% | +10.5% | -67.5% | -56.4% |
| 3Y | +185.7% | +49.6% | +136.1% | +195.4% |
| All | -12.4% | +30.9% | -43.3% | -4.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling