+10,940.2%
LNG vs BUD
+201.1%
+10,739.1%
-72.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.2% | +0.2% | +0.3% |
| 7D | +3.4% | +0.3% | +3.2% | +3.3% |
| 30D | +14.9% | -5.7% | +20.5% | +17.3% |
| 3M | +21.4% | +3.1% | +18.3% | +19.5% |
| 6M | +17.8% | +7.9% | +9.9% | +13.0% |
| YTD | +51.3% | +27.3% | +24.0% | +35.2% |
| 1Y | +24.4% | +37.8% | -13.4% | +7.3% |
| 3Y | +79.7% | +49.8% | +29.8% | +44.3% |
| 5Y | +241.3% | +43.8% | +197.5% | +169.4% |
| 10Y | +603.1% | -22.6% | +625.8% | +610.2% |
| All | +10,940.2% | +201.1% | +10,739.1% | +4,883.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling