+19,325.2%
LNG vs IBB
+560.8%
+18,764.4%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.9% | +1.3% | +0.9% |
| 7D | +3.4% | +1.4% | +2.0% | +2.6% |
| 30D | +14.9% | +10.5% | +4.4% | +8.1% |
| 3M | +21.4% | +23.6% | -2.2% | +6.9% |
| 6M | +17.8% | +22.6% | -4.8% | +3.0% |
| YTD | +51.3% | +25.7% | +25.6% | +30.0% |
| 1Y | +24.4% | +51.4% | -26.9% | -4.6% |
| 3Y | +79.7% | +64.4% | +15.3% | +27.6% |
| 5Y | +241.3% | +22.1% | +219.2% | +181.9% |
| 10Y | +603.1% | +132.5% | +470.7% | +263.3% |
| All | +19,325.2% | +560.8% | +18,764.4% | +3,979.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling