+695.6%
AVGO vs LNG
+229.3%
+466.4%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LNG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.7% | -1.7% | -1.1% |
| 7D | +1.0% | -4.5% | +5.5% | +1.7% |
| 30D | -13.3% | +4.7% | -18.0% | -14.0% |
| 3M | -2.9% | +15.1% | -18.0% | -5.4% |
| 6M | +5.7% | +13.6% | -7.8% | +2.3% |
| YTD | +4.6% | +44.0% | -39.3% | -4.2% |
| 1Y | -1.6% | +18.4% | -20.0% | -5.8% |
| 3Y | +336.2% | +75.9% | +260.4% | +286.9% |
| 5Y | +695.6% | +231.7% | +464.0% | +534.0% |
| All | +695.6% | +229.3% | +466.4% | +534.0% |
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