+24.4%
LNG vs BHP
+69.4%
-45.0%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.3% | +0.7% | +0.3% |
| 7D | +3.4% | -2.9% | +6.3% | +3.0% |
| 30D | +14.9% | +3.4% | +11.5% | +15.5% |
| 3M | +21.4% | +4.1% | +17.3% | +22.7% |
| 6M | +17.8% | +20.6% | -2.8% | +22.2% |
| YTD | +51.3% | +56.1% | -4.8% | +53.9% |
| 1Y | +24.4% | +69.6% | -45.2% | +25.8% |
| All | +24.4% | +69.4% | -45.0% | +25.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BHP.
Daily Out/Under-Performance
Portfolio return minus BHP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BHP 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 1y: compounded portfolio wealth divided by compounded BHP 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…
1y analysis · Full analysis span regression · 6 months rolling