-83.6%
OPEN vs LNT
+35.5%
-119.1%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.9% | -3.5% | -3.1% |
| 7D | +1.0% | +1.0% | 0.0% | +0.4% |
| 30D | -11.9% | -1.1% | -10.8% | -11.4% |
| 3M | -28.8% | -3.6% | -25.2% | -27.8% |
| 6M | -38.6% | -2.7% | -35.9% | -38.7% |
| YTD | -47.3% | +8.0% | -55.3% | -51.4% |
| 1Y | -49.2% | +10.5% | -59.6% | -53.5% |
| 3Y | -18.8% | +49.6% | -68.4% | -37.9% |
| 5Y | -83.6% | +32.2% | -115.8% | -86.9% |
| All | -83.6% | +35.5% | -119.1% | -86.9% |
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