+113.9%
SOXX vs LNT
+8.1%
+105.8%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | 0.0% | +3.6% | +3.5% |
| 7D | +2.2% | -0.1% | +2.3% | +2.2% |
| 30D | -2.0% | -3.2% | +1.1% | -3.6% |
| 3M | -13.7% | -4.1% | -9.6% | -15.8% |
| 6M | +52.4% | -4.6% | +56.9% | +48.2% |
| YTD | +72.8% | +7.0% | +65.8% | +75.7% |
| 1Y | +113.9% | +8.3% | +105.6% | +121.9% |
| All | +113.9% | +8.1% | +105.8% | +121.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling