+222.1%
LNG vs SPXU
-86.1%
+308.2%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.4% | +2.6% | -0.2% |
| 7D | -4.7% | +2.5% | -7.2% | -4.3% |
| 30D | +3.8% | +4.2% | -0.4% | +4.5% |
| 3M | +16.2% | -9.3% | +25.4% | +14.4% |
| 6M | +11.7% | -30.7% | +42.4% | +5.3% |
| YTD | +44.2% | -28.1% | +72.3% | +37.1% |
| 1Y | +18.6% | -35.2% | +53.8% | +10.8% |
| 3Y | +77.4% | -79.9% | +157.3% | +38.4% |
| All | +222.1% | -86.1% | +308.2% | +150.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling