+1,108.4%
LNG vs BEN
+1,626.1%
-517.6%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.5% | +1.5% | +0.5% |
| 7D | -6.7% | +3.4% | -10.1% | -7.9% |
| 30D | +3.9% | +1.8% | +2.1% | +3.0% |
| 3M | +15.5% | +8.4% | +7.1% | +11.4% |
| 6M | +10.5% | +35.6% | -25.1% | -3.1% |
| YTD | +43.0% | +46.4% | -3.4% | +21.4% |
| 1Y | +18.9% | +46.3% | -27.5% | +0.6% |
| 3Y | +74.7% | +54.6% | +20.0% | +39.1% |
| 5Y | +231.2% | +39.4% | +191.8% | +163.3% |
| 10Y | +544.5% | +57.6% | +486.9% | +352.8% |
| All | +1,108.4% | +1,626.1% | -517.6% | +518.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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