+160.5%
RTX vs LNG
+83.1%
+77.4%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LNG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +3.8% | -3.2% | -0.1% |
| 7D | +1.4% | +4.5% | -3.1% | +0.7% |
| 30D | +7.8% | +8.0% | -0.2% | +6.3% |
| 3M | -9.8% | +15.0% | -24.8% | -12.0% |
| 6M | +13.5% | +27.1% | -13.5% | +8.6% |
| YTD | +10.9% | +58.1% | -47.2% | -0.5% |
| 1Y | +14.0% | +45.0% | -31.0% | +4.4% |
| All | +160.5% | +83.1% | +77.4% | +128.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling