+56.9%
ON vs LNT
+31.1%
+25.8%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.1% | +1.0% | 0.0% |
| 7D | -1.9% | +0.2% | -2.1% | -1.9% |
| 30D | -11.0% | -0.5% | -10.5% | -11.0% |
| 3M | -39.3% | -5.5% | -33.8% | -39.1% |
| 6M | +19.8% | -3.8% | +23.6% | +19.7% |
| YTD | +31.1% | +6.8% | +24.3% | +27.8% |
| 1Y | +46.0% | +9.3% | +36.7% | +41.3% |
| 3Y | -27.5% | +47.9% | -75.4% | -36.6% |
| 5Y | +56.9% | +31.6% | +25.3% | +31.8% |
| All | +56.9% | +31.1% | +25.8% | +31.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling