+16,011.1%
STX vs LNT
+2,085.0%
+13,926.1%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | 0.0% | +6.4% | +6.4% |
| 7D | +2.4% | -0.1% | +2.4% | +2.4% |
| 30D | +1.4% | -3.2% | +4.6% | +2.9% |
| 3M | -8.2% | -4.1% | -4.2% | -7.4% |
| 6M | +127.0% | -4.6% | +131.6% | +129.0% |
| YTD | +209.1% | +7.0% | +202.2% | +194.1% |
| 1Y | +365.4% | +8.3% | +357.1% | +339.0% |
| 3Y | +1,135.4% | +51.0% | +1,084.4% | +866.6% |
| 5Y | +991.5% | +30.2% | +961.3% | +800.1% |
| 10Y | +3,695.8% | +143.6% | +3,552.2% | +1,972.4% |
| All | +16,011.1% | +2,085.0% | +13,926.1% | +2,114.1% |
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