+1,770.3%
SMCI vs LNG
+562.2%
+1,208.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LNG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.2% | +7.1% | +7.2% |
| 7D | +1.3% | -4.7% | +6.0% | +2.7% |
| 30D | +6.6% | +3.8% | +2.8% | +5.1% |
| 3M | +25.4% | +16.2% | +9.3% | +18.9% |
| 6M | +26.1% | +11.7% | +14.4% | +19.3% |
| YTD | +37.0% | +44.2% | -7.2% | +18.3% |
| 1Y | -8.8% | +18.6% | -27.3% | -15.8% |
| 3Y | +44.6% | +77.4% | -32.8% | +14.7% |
| 5Y | +995.9% | +232.3% | +763.7% | +561.7% |
| All | +1,770.3% | +562.2% | +1,208.1% | +773.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling