+550.0%
LNG vs AU
+699.0%
-149.0%
-57.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.5% | -0.3% | +0.2% |
| 7D | -4.7% | -4.3% | -0.4% | -4.5% |
| 30D | +3.8% | +7.3% | -3.5% | +3.3% |
| 3M | +16.2% | +26.3% | -10.2% | +14.3% |
| 6M | +11.7% | +1.8% | +9.9% | +10.8% |
| YTD | +44.2% | +26.8% | +17.4% | +40.2% |
| 1Y | +18.6% | +66.7% | -48.1% | +12.3% |
| 3Y | +77.4% | +579.1% | -501.7% | +47.7% |
| 5Y | +232.3% | +689.3% | -457.1% | +171.3% |
| All | +550.0% | +699.0% | -149.0% | +414.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 AU 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