+42.6%
LNG vs IBB
+42.2%
+0.4%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | +2.6% | -8.8% | -5.5% |
| 7D | -1.9% | +2.2% | -4.1% | -1.4% |
| 30D | +6.2% | +6.3% | -0.1% | +8.0% |
| 3M | +13.7% | +16.3% | -2.6% | +18.7% |
| 6M | +7.5% | +30.0% | -22.5% | +16.5% |
| YTD | +51.3% | +31.1% | +20.2% | +65.5% |
| 1Y | +42.6% | +42.0% | +0.7% | +57.4% |
| All | +42.6% | +42.2% | +0.4% | +57.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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