+3,101.0%
MPC vs LNT
+467.8%
+2,633.2%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | 0.0% | +0.4% | +0.3% |
| 7D | +5.4% | -0.1% | +5.5% | +5.5% |
| 30D | +31.0% | -3.2% | +34.1% | +33.0% |
| 3M | +46.0% | -4.1% | +50.1% | +48.4% |
| 6M | +77.3% | -4.6% | +81.9% | +80.0% |
| YTD | +141.9% | +7.0% | +134.9% | +130.8% |
| 1Y | +120.9% | +8.3% | +112.6% | +109.1% |
| 3Y | +182.7% | +51.0% | +131.7% | +118.7% |
| 5Y | +646.4% | +30.2% | +616.3% | +511.4% |
| 10Y | +1,138.7% | +143.6% | +995.1% | +591.9% |
| All | +3,101.0% | +467.8% | +2,633.2% | +557.9% |
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