+222.1%
LNG vs ZBRA
-40.4%
+262.5%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.8% | -1.7% | -0.1% |
| 7D | -4.7% | -3.4% | -1.3% | -4.2% |
| 30D | +3.8% | -7.4% | +11.2% | +4.8% |
| 3M | +16.2% | +57.5% | -41.4% | +8.2% |
| 6M | +11.7% | +64.0% | -52.3% | +3.0% |
| YTD | +44.2% | +44.3% | -0.1% | +35.1% |
| 1Y | +18.6% | +10.9% | +7.7% | +15.9% |
| 3Y | +77.4% | +37.5% | +39.9% | +62.3% |
| All | +222.1% | -40.4% | +262.5% | +241.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBRA.
Daily Out/Under-Performance
Portfolio return minus ZBRA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBRA 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 ZBRA 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