+565.7%
AMZN vs LNG
+562.2%
+3.5%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LNG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.2% | +1.8% | +1.9% |
| 7D | -0.7% | -4.7% | +4.0% | +0.2% |
| 30D | -3.9% | +3.8% | -7.7% | -4.7% |
| 3M | +6.3% | +16.2% | -9.8% | +3.0% |
| 6M | +20.8% | +11.7% | +9.1% | +17.0% |
| YTD | +11.2% | +44.2% | -33.0% | +1.8% |
| 1Y | +11.7% | +18.6% | -6.9% | +6.6% |
| 3Y | +79.4% | +77.4% | +2.0% | +54.2% |
| 5Y | +48.0% | +232.3% | -184.2% | +7.4% |
| All | +565.7% | +562.2% | +3.5% | +303.1% |
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 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