+86.2%
SU vs LNT
+13.9%
+72.2%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +2.3% | -6.8% | -4.4% |
| 7D | -7.1% | +7.2% | -14.2% | -7.1% |
| 30D | +4.8% | +15.6% | -10.9% | +4.3% |
| 3M | +12.5% | +5.2% | +7.3% | +12.8% |
| 6M | +6.5% | +1.7% | +4.8% | +7.3% |
| YTD | +65.8% | +17.0% | +48.8% | +57.3% |
| 1Y | +86.2% | +14.2% | +71.9% | +78.6% |
| All | +86.2% | +13.9% | +72.2% | +78.6% |
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