+1,119.0%
LNG vs AZO
+10,554.6%
-9,435.6%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.2% | +0.3% | +0.2% |
| 7D | -4.7% | -3.6% | -1.1% | -3.8% |
| 30D | +3.8% | -5.6% | +9.4% | +5.3% |
| 3M | +16.2% | -6.6% | +22.8% | +17.8% |
| 6M | +11.7% | -22.5% | +34.2% | +18.4% |
| YTD | +44.2% | -15.2% | +59.4% | +48.8% |
| 1Y | +18.6% | -33.9% | +52.5% | +30.5% |
| 3Y | +77.4% | +11.8% | +65.6% | +67.5% |
| 5Y | +232.3% | +85.5% | +146.7% | +168.8% |
| 10Y | +550.1% | +298.2% | +251.9% | +308.8% |
| All | +1,119.0% | +10,554.6% | -9,435.6% | +303.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AZO.
Daily Out/Under-Performance
Portfolio return minus AZO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZO 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 all: compounded portfolio wealth divided by compounded AZO 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…
all analysis · Full analysis span regression · 6 months rolling