+2,968.0%
MPC vs LNT
+511.7%
+2,456.3%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.0% | -0.2% | -0.7% |
| 7D | -16.2% | +1.4% | -17.6% | -16.9% |
| 30D | -15.7% | +12.3% | -28.0% | -20.7% |
| 3M | +24.9% | +5.3% | +19.6% | +21.2% |
| 6M | +52.7% | +2.0% | +50.6% | +49.7% |
| YTD | +131.9% | +15.3% | +116.6% | +112.5% |
| 1Y | +96.6% | +12.3% | +84.4% | +82.5% |
| 3Y | +163.8% | +59.1% | +104.7% | +99.0% |
| 5Y | +533.1% | +51.7% | +481.4% | +374.9% |
| 10Y | +1,118.6% | +170.1% | +948.5% | +541.6% |
| All | +2,968.0% | +511.7% | +2,456.3% | +505.5% |
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 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