+231.2%
LNG vs IBB
+20.0%
+211.3%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.9% | +0.9% | +0.1% |
| 7D | -6.7% | -3.9% | -2.8% | -6.0% |
| 30D | +3.9% | +2.7% | +1.1% | +3.3% |
| 3M | +15.5% | +21.4% | -5.8% | +11.1% |
| 6M | +10.5% | +20.1% | -9.6% | +6.3% |
| YTD | +43.0% | +21.9% | +21.1% | +36.7% |
| 1Y | +18.9% | +44.1% | -25.3% | +8.5% |
| 3Y | +74.7% | +63.4% | +11.3% | +51.6% |
| 5Y | +231.2% | +19.8% | +211.5% | +188.0% |
| All | +231.2% | +20.0% | +211.3% | +188.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling