+1,174.7%
MPC vs LNT
+140.9%
+1,033.8%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.1% | +1.5% | +0.9% |
| 7D | +3.2% | +0.2% | +3.0% | +3.1% |
| 30D | +25.0% | -0.5% | +25.6% | +25.3% |
| 3M | +55.2% | -5.5% | +60.7% | +58.5% |
| 6M | +86.4% | -3.8% | +90.2% | +88.1% |
| YTD | +148.5% | +6.8% | +141.6% | +138.5% |
| 1Y | +121.7% | +9.3% | +112.4% | +110.2% |
| 3Y | +172.9% | +47.9% | +124.9% | +119.5% |
| 5Y | +679.9% | +31.6% | +648.3% | +551.6% |
| 10Y | +1,174.7% | +150.1% | +1,024.6% | +794.4% |
| All | +1,174.7% | +140.9% | +1,033.8% | +794.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling