+18.6%
LNG vs WCC
+66.6%
-48.0%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +3.7% | -3.6% | +0.5% |
| 7D | -4.7% | +1.5% | -6.2% | -4.5% |
| 30D | +3.8% | -2.1% | +5.9% | +3.7% |
| 3M | +16.2% | +3.8% | +12.3% | +16.8% |
| 6M | +11.7% | +35.0% | -23.3% | +13.6% |
| YTD | +44.2% | +46.4% | -2.1% | +45.9% |
| 1Y | +18.6% | +63.0% | -44.4% | +19.5% |
| All | +18.6% | +66.6% | -48.0% | +19.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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