-52.2%
OPEN vs LNT
+8.3%
-60.5%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -0.9% | -5.8% | -6.4% |
| 7D | -10.5% | -1.1% | -9.4% | -10.3% |
| 30D | -21.8% | -1.9% | -19.8% | -21.4% |
| 3M | -37.5% | -7.2% | -30.3% | -37.3% |
| 6M | -44.1% | -3.9% | -40.2% | -46.5% |
| YTD | -52.0% | +5.9% | -57.8% | -64.3% |
| 1Y | -52.2% | +8.4% | -60.6% | -71.6% |
| All | -52.2% | +8.3% | -60.5% | -71.6% |
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