+1,278.0%
AAPL vs LNG
+562.2%
+715.8%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LNG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.2% | +1.6% | +1.7% |
| 7D | +3.8% | -4.7% | +8.5% | +4.9% |
| 30D | +9.9% | +3.8% | +6.1% | +9.0% |
| 3M | +12.5% | +16.2% | -3.7% | +8.3% |
| 6M | +27.6% | +11.7% | +15.9% | +23.1% |
| YTD | +22.6% | +44.2% | -21.7% | +10.7% |
| 1Y | +45.0% | +18.6% | +26.4% | +37.4% |
| 3Y | +87.8% | +77.4% | +10.4% | +57.6% |
| 5Y | +128.7% | +232.3% | -103.6% | +56.3% |
| All | +1,278.0% | +562.2% | +715.8% | +684.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling