+77.1%
LNG vs SPXU
-79.4%
+156.5%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.8% | -1.1% | +0.9% |
| 7D | -4.5% | +6.4% | -10.8% | -3.9% |
| 30D | +4.7% | +5.9% | -1.3% | +5.3% |
| 3M | +15.1% | -11.7% | +26.8% | +13.5% |
| 6M | +13.6% | -28.7% | +42.3% | +9.2% |
| YTD | +44.0% | -26.4% | +70.3% | +39.3% |
| 1Y | +18.4% | -35.2% | +53.6% | +12.2% |
| All | +77.1% | -79.4% | +156.5% | +47.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 3y: compounded portfolio wealth divided by compounded SPXU 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…
3y analysis · Full analysis span regression · 6 months rolling