+123.2%
MPC vs LNT
+9.4%
+113.8%
-18.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +0.9% | +1.3% | +2.4% |
| 7D | +3.9% | +1.0% | +2.8% | +3.9% |
| 30D | +33.8% | -1.1% | +34.9% | +33.6% |
| 3M | +49.9% | -3.6% | +53.4% | +48.8% |
| 6M | +80.9% | -2.7% | +83.6% | +79.0% |
| YTD | +147.4% | +8.0% | +139.4% | +139.1% |
| 1Y | +123.2% | +10.5% | +112.7% | +120.5% |
| All | +123.2% | +9.4% | +113.8% | +120.5% |
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