+123.8%
STX vs LNT
+13.9%
+109.9%
-49.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | +2.3% | -10.4% | -5.9% |
| 7D | -20.2% | +7.2% | -27.3% | -14.7% |
| 30D | -37.2% | +15.6% | -52.8% | -28.5% |
| 3M | -34.1% | +5.2% | -39.2% | -29.8% |
| 6M | -24.5% | +1.7% | -26.1% | -20.9% |
| YTD | +102.9% | +17.0% | +85.9% | +125.4% |
| 1Y | +123.8% | +14.2% | +109.6% | +152.0% |
| All | +123.8% | +13.9% | +109.9% | +152.0% |
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 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