+1.3%
AXP vs LNG
+18.2%
-16.9%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LNG | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -5.5% | +5.5% | -0.5% |
| 7D | +0.6% | -6.2% | +6.7% | 0.0% |
| 30D | -4.3% | +8.0% | -12.3% | -3.5% |
| 3M | +4.7% | +16.9% | -12.2% | +5.9% |
| 6M | +9.0% | +8.7% | +0.3% | +9.3% |
| YTD | -11.1% | +43.0% | -54.1% | -12.2% |
| 1Y | +1.3% | +19.4% | -18.1% | +2.1% |
| All | +1.3% | +18.2% | -16.9% | +2.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling