+231.2%
LNG vs BUD
+44.7%
+186.5%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.2% | +2.2% | +0.1% |
| 7D | -6.7% | -1.3% | -5.4% | -6.6% |
| 30D | +3.9% | -6.1% | +10.0% | +4.3% |
| 3M | +15.5% | -3.8% | +19.3% | +15.8% |
| 6M | +10.5% | +8.2% | +2.3% | +9.8% |
| YTD | +43.0% | +23.6% | +19.4% | +39.8% |
| 1Y | +18.9% | +33.4% | -14.6% | +15.1% |
| 3Y | +74.7% | +45.3% | +29.3% | +65.1% |
| 5Y | +231.2% | +44.3% | +187.0% | +212.2% |
| All | +231.2% | +44.7% | +186.5% | +212.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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