+646.0%
LNG vs XHB
+163.2%
+482.7%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.5% | +1.5% | +0.8% |
| 7D | -6.7% | -1.9% | -4.8% | -5.7% |
| 30D | +3.9% | -8.3% | +12.2% | +8.8% |
| 3M | +15.5% | -7.1% | +22.7% | +18.5% |
| 6M | +10.5% | -5.3% | +15.8% | +10.3% |
| YTD | +43.0% | -3.2% | +46.2% | +40.0% |
| 1Y | +18.9% | -13.9% | +32.7% | +23.9% |
| 3Y | +74.7% | +24.9% | +49.7% | +36.2% |
| 5Y | +231.2% | +34.5% | +196.7% | +133.0% |
| 10Y | +544.5% | +215.5% | +329.1% | +136.5% |
| All | +646.0% | +163.2% | +482.7% | +100.9% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 XHB 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