+147.5%
GE vs LNG
+562.2%
-414.7%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LNG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.2% | -0.3% | -0.2% |
| 7D | -4.0% | -4.7% | +0.7% | -2.5% |
| 30D | -11.4% | +3.8% | -15.2% | -12.6% |
| 3M | -2.6% | +16.2% | -18.8% | -8.1% |
| 6M | -0.3% | +11.7% | -12.0% | -6.1% |
| YTD | +5.4% | +44.2% | -38.9% | -9.9% |
| 1Y | +15.5% | +18.6% | -3.0% | +6.1% |
| 3Y | +260.8% | +77.4% | +183.4% | +179.6% |
| 5Y | +421.6% | +232.3% | +189.4% | +190.8% |
| All | +147.5% | +562.2% | -414.7% | +1.6% |
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