+29.9%
AAPL vs LNG
+42.0%
-12.1%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LNG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -6.2% | +11.5% | +4.3% |
| 7D | +1.7% | -1.9% | +3.6% | +1.5% |
| 30D | +5.0% | +6.2% | -1.2% | +6.3% |
| 3M | +13.1% | +13.7% | -0.7% | +16.5% |
| 6M | +26.5% | +7.5% | +19.0% | +28.8% |
| YTD | +28.9% | +51.3% | -22.4% | +34.5% |
| 1Y | +29.9% | +42.6% | -12.7% | +36.0% |
| All | +29.9% | +42.0% | -12.1% | +36.0% |
Cumulative growth
Daily Returns
Daily percentage return beside LNG.
Daily Out/Under-Performance
Portfolio return minus LNG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LNG 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 LNG 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