-41.4%
OPEN vs LNT
+67.4%
-108.7%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +0.5% | -4.2% | -4.1% |
| 7D | -15.0% | +1.0% | -16.0% | -15.6% |
| 30D | -40.2% | +9.6% | -49.8% | -44.0% |
| 3M | -67.4% | +5.4% | -72.8% | -68.6% |
| 6M | -74.0% | +3.1% | -77.1% | -75.0% |
| YTD | -79.6% | +16.5% | -96.1% | -83.1% |
| 1Y | -86.1% | +12.3% | -98.4% | -88.0% |
| 3Y | -41.4% | +70.3% | -111.7% | -73.5% |
| All | -41.4% | +67.4% | -108.7% | -73.5% |
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