+550.0%
LNG vs WEC
+146.6%
+403.4%
-57.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | -4.7% | -0.6% | -4.1% | -4.6% |
| 30D | +3.8% | -2.6% | +6.4% | +4.2% |
| 3M | +16.2% | -6.0% | +22.2% | +17.2% |
| 6M | +11.7% | -5.4% | +17.1% | +12.5% |
| YTD | +44.2% | +2.5% | +41.7% | +43.7% |
| 1Y | +18.6% | -0.7% | +19.3% | +18.6% |
| 3Y | +77.4% | +38.7% | +38.7% | +70.6% |
| 5Y | +232.3% | +31.7% | +200.6% | +220.2% |
| All | +550.0% | +146.6% | +403.4% | +466.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 10y: compounded portfolio wealth divided by compounded WEC 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…
10y analysis · Full analysis span regression · 6 months rolling