+141.1%
BP vs LNG
+222.3%
-81.2%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LNG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | 0.0% | +1.8% | +1.8% |
| 7D | +4.0% | -6.7% | +10.7% | +6.9% |
| 30D | +7.8% | +3.9% | +4.0% | +5.9% |
| 3M | +8.4% | +15.5% | -7.1% | +1.6% |
| 6M | +15.1% | +10.5% | +4.5% | +9.7% |
| YTD | +36.4% | +43.0% | -6.5% | +16.8% |
| 1Y | +40.9% | +18.9% | +22.0% | +30.1% |
| 3Y | +38.8% | +74.7% | -35.8% | +5.6% |
| 5Y | +141.1% | +231.2% | -90.1% | +32.8% |
| All | +141.1% | +222.3% | -81.2% | +32.8% |
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