-18.7%
OPEN vs LNT
+48.2%
-66.9%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.1% | -1.2% | -1.4% |
| 7D | -2.9% | +0.2% | -3.1% | -3.1% |
| 30D | -13.8% | -0.5% | -13.3% | -13.6% |
| 3M | -30.9% | -5.5% | -25.4% | -28.7% |
| 6M | -40.9% | -3.8% | -37.1% | -40.9% |
| YTD | -48.5% | +6.8% | -55.4% | -54.5% |
| 1Y | -50.9% | +9.3% | -60.2% | -57.2% |
| All | -18.7% | +48.2% | -66.9% | -53.5% |
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