+52.5%
SOXX vs LNT
+13.9%
+38.6%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +2.3% | -5.4% | -1.8% |
| 7D | -13.7% | +7.2% | -20.9% | -10.1% |
| 30D | -23.6% | +15.6% | -39.2% | -17.5% |
| 3M | -16.9% | +5.2% | -22.1% | -14.2% |
| 6M | -2.4% | +1.7% | -4.1% | -0.8% |
| YTD | +49.8% | +17.0% | +32.8% | +60.4% |
| 1Y | +52.5% | +14.2% | +38.3% | +62.6% |
| All | +52.5% | +13.9% | +38.6% | +62.6% |
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