+149.8%
QQQM vs LNG
+496.0%
-346.2%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LNG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.7% | -1.8% | -1.2% |
| 7D | -1.3% | -4.5% | +3.2% | -0.7% |
| 30D | -1.4% | +4.7% | -6.0% | -2.0% |
| 3M | +2.2% | +15.1% | -13.0% | -0.1% |
| 6M | +16.9% | +13.6% | +3.3% | +13.8% |
| YTD | +15.7% | +44.0% | -28.3% | +7.8% |
| 1Y | +22.7% | +18.4% | +4.3% | +18.4% |
| 3Y | +93.9% | +75.9% | +18.1% | +73.4% |
| 5Y | +94.6% | +231.7% | -137.1% | +57.4% |
| All | +149.8% | +496.0% | -346.2% | +78.8% |
Cumulative growth
Daily Returns
Daily percentage return beside LNG.
Daily Out/Under-Performance
Portfolio return minus LNG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LNG 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 LNG 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