+11.1%
OMC vs LNT
+46.9%
-35.8%
-33.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.9% | +2.4% | +1.8% |
| 7D | -6.2% | -1.1% | -5.1% | -5.9% |
| 30D | -7.6% | -1.9% | -5.6% | -7.0% |
| 3M | +7.4% | -7.2% | +14.6% | +10.2% |
| 6M | +0.1% | -3.9% | +4.0% | +1.3% |
| YTD | +0.4% | +5.9% | -5.4% | -2.1% |
| 1Y | +7.8% | +8.4% | -0.6% | +4.2% |
| All | +11.1% | +46.9% | -35.8% | -3.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling