+142.4%
GILD vs LNG
+228.1%
-85.7%
-26.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LNG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.2% | -0.9% | -0.8% |
| 7D | -4.8% | -4.7% | -0.1% | -4.7% |
| 30D | +5.8% | +3.8% | +2.0% | +5.7% |
| 3M | +14.9% | +16.2% | -1.2% | +14.3% |
| 6M | -0.4% | +11.7% | -12.0% | -0.9% |
| YTD | +18.5% | +44.2% | -25.7% | +16.5% |
| 1Y | +25.1% | +18.6% | +6.6% | +24.1% |
| 3Y | +105.9% | +77.4% | +28.5% | +99.5% |
| All | +142.4% | +228.1% | -85.7% | +130.2% |
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