+124.8%
AAPL vs LNG
+229.3%
-104.5%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LNG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.7% | +2.9% | +3.5% |
| 7D | -0.5% | -4.5% | +4.0% | +0.1% |
| 30D | +7.1% | +4.7% | +2.4% | +6.4% |
| 3M | +12.1% | +15.1% | -3.1% | +9.7% |
| 6M | +25.4% | +13.6% | +11.9% | +22.2% |
| YTD | +20.5% | +44.0% | -23.5% | +12.3% |
| 1Y | +44.5% | +18.4% | +26.2% | +39.6% |
| 3Y | +85.8% | +75.9% | +9.9% | +64.2% |
| 5Y | +124.8% | +231.7% | -106.9% | +79.0% |
| All | +124.8% | +229.3% | -104.5% | +79.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling