+45.8%
ON vs LNT
+8.3%
+37.5%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.9% | -0.2% | -1.5% |
| 7D | -4.7% | -1.1% | -3.6% | -5.1% |
| 30D | -13.5% | -1.9% | -11.5% | -14.0% |
| 3M | -36.3% | -7.2% | -29.1% | -38.8% |
| 6M | +17.8% | -3.9% | +21.7% | +13.5% |
| YTD | +29.6% | +5.9% | +23.7% | +29.4% |
| 1Y | +45.8% | +8.4% | +37.4% | +47.1% |
| All | +45.8% | +8.3% | +37.5% | +47.1% |
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