+126.4%
DAL vs LNG
+545.4%
-419.0%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LNG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -5.5% | +4.0% | +0.4% |
| 7D | +3.4% | -6.2% | +9.5% | +5.7% |
| 30D | -13.6% | +8.0% | -21.5% | -16.1% |
| 3M | +1.2% | +16.9% | -15.7% | -5.3% |
| 6M | +34.5% | +8.7% | +25.8% | +27.5% |
| YTD | +14.7% | +43.0% | -28.3% | -3.0% |
| 1Y | +29.2% | +19.4% | +9.8% | +17.2% |
| 3Y | +100.0% | +74.7% | +25.3% | +51.6% |
| 5Y | +106.3% | +222.4% | -116.1% | +11.1% |
| 10Y | +126.4% | +532.2% | -405.8% | -13.1% |
| All | +126.4% | +545.4% | -419.0% | -13.1% |
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