-87.4%
OPEN vs LNT
+86.2%
-173.6%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.5% | +3.7% | +4.0% |
| 7D | -31.1% | -0.2% | -30.9% | -30.9% |
| 30D | -34.7% | +11.6% | -46.3% | -36.8% |
| 3M | -61.9% | +8.2% | -70.0% | -62.8% |
| 6M | -71.9% | +3.1% | -75.0% | -72.3% |
| YTD | -76.6% | +16.8% | -93.4% | -78.1% |
| 1Y | -83.9% | +11.6% | -95.5% | -84.7% |
| 3Y | -34.4% | +67.4% | -101.7% | -43.2% |
| 5Y | -93.9% | +56.8% | -150.7% | -94.5% |
| All | -87.4% | +86.2% | -173.6% | -87.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling