+231.7%
LNG vs BB
-29.9%
+261.5%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.7% | +3.4% | +0.8% |
| 7D | -4.5% | -2.1% | -2.4% | -4.4% |
| 30D | +4.7% | -16.0% | +20.7% | +5.6% |
| 3M | +15.1% | -14.5% | +29.7% | +15.6% |
| 6M | +13.6% | +118.6% | -105.0% | +7.1% |
| YTD | +44.0% | +98.9% | -55.0% | +36.5% |
| 1Y | +18.4% | +99.5% | -81.1% | +11.8% |
| 3Y | +75.9% | +65.4% | +10.5% | +65.7% |
| 5Y | +231.7% | -27.6% | +259.3% | +247.3% |
| All | +231.7% | -29.9% | +261.5% | +247.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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