+134,139.6%
AAPL vs LNG
+1,116.8%
+133,022.8%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LNG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.7% | +2.9% | +3.5% |
| 7D | -0.5% | -4.5% | +4.0% | -0.3% |
| 30D | +7.1% | +4.7% | +2.4% | +6.9% |
| 3M | +12.1% | +15.1% | -3.1% | +11.4% |
| 6M | +25.4% | +13.6% | +11.9% | +24.6% |
| YTD | +20.5% | +44.0% | -23.5% | +18.5% |
| 1Y | +44.5% | +18.4% | +26.2% | +43.3% |
| 3Y | +85.8% | +75.9% | +9.9% | +81.0% |
| 5Y | +124.8% | +231.7% | -106.9% | +113.3% |
| 10Y | +1,284.7% | +549.0% | +735.7% | +1,177.2% |
| All | +134,139.6% | +1,116.8% | +133,022.8% | +102,472.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling