+30.3%
SCHD vs LNG
+23.0%
+7.2%
-4.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LNG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.4% | -1.2% | -0.8% |
| 7D | -0.3% | +3.4% | -3.7% | -0.4% |
| 30D | +3.4% | +14.9% | -11.4% | +2.7% |
| 3M | +7.6% | +21.4% | -13.8% | +6.4% |
| 6M | +12.2% | +17.8% | -5.6% | +10.3% |
| YTD | +29.0% | +51.3% | -22.3% | +21.9% |
| 1Y | +30.3% | +24.4% | +5.9% | +29.6% |
| All | +30.3% | +23.0% | +7.2% | +29.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling