+9,929.9%
STX vs LNT
+2,278.5%
+7,651.4%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.5% | -3.6% | -3.3% |
| 7D | +14.6% | +1.0% | +13.6% | +14.1% |
| 30D | -26.0% | +9.6% | -35.6% | -29.3% |
| 3M | -42.6% | +5.4% | -48.0% | -44.3% |
| 6M | -35.3% | +3.1% | -38.4% | -37.3% |
| YTD | +92.5% | +16.5% | +76.0% | +75.0% |
| 1Y | +102.4% | +12.3% | +90.1% | +87.1% |
| 3Y | +673.8% | +70.3% | +603.5% | +470.1% |
| 5Y | +463.1% | +56.4% | +406.6% | +322.2% |
| 10Y | +2,014.6% | +184.3% | +1,830.3% | +961.7% |
| All | +9,929.9% | +2,278.5% | +7,651.4% | +1,217.6% |
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 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