+1,119.0%
LNG vs BDX
+3,990.2%
-2,871.2%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.8% | -0.6% | -0.1% |
| 7D | -4.7% | -3.2% | -1.5% | -3.6% |
| 30D | +3.8% | -2.5% | +6.4% | +4.7% |
| 3M | +16.2% | +21.4% | -5.3% | +8.4% |
| 6M | +11.7% | +10.4% | +1.3% | +6.9% |
| YTD | +44.2% | +18.8% | +25.4% | +34.2% |
| 1Y | +18.6% | +21.7% | -3.1% | +9.1% |
| 3Y | +77.4% | -10.0% | +87.4% | +77.7% |
| 5Y | +232.3% | -1.8% | +234.1% | +217.1% |
| 10Y | +550.1% | +58.8% | +491.4% | +397.6% |
| All | +1,119.0% | +3,990.2% | -2,871.2% | +21.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BDX.
Daily Out/Under-Performance
Portfolio return minus BDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BDX 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 BDX 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