+213.6%
LNG vs GEN
+33.3%
+180.3%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.4% | -2.6% | -0.6% |
| 7D | +11.3% | +2.0% | +9.3% | +11.0% |
| 30D | +10.6% | +27.7% | -17.1% | +6.6% |
| 3M | +16.1% | +3.3% | +12.9% | +14.8% |
| 6M | +29.6% | +31.8% | -2.3% | +23.1% |
| YTD | +60.3% | +13.5% | +46.8% | +56.6% |
| 1Y | +46.1% | +16.0% | +30.1% | +42.0% |
| 3Y | +85.9% | +70.6% | +15.4% | +68.4% |
| All | +213.6% | +33.3% | +180.3% | +183.6% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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