+226.8%
SOXX vs LNT
+46.9%
+179.9%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | 0.0% | +1.8% | +1.9% |
| 7D | +1.4% | -1.0% | +2.4% | +1.2% |
| 30D | -3.6% | -4.2% | +0.7% | -4.2% |
| 3M | -10.2% | -6.7% | -3.5% | -11.2% |
| 6M | +54.2% | -3.6% | +57.8% | +52.9% |
| YTD | +75.2% | +5.9% | +69.3% | +74.9% |
| 1Y | +107.5% | +7.3% | +100.2% | +107.3% |
| 3Y | +226.8% | +46.5% | +180.3% | +229.5% |
| All | +226.8% | +46.9% | +179.9% | +229.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling