+1,394.6%
WDC vs LNG
+73.1%
+1,321.5%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LNG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | 0.0% | +1.1% | +1.0% |
| 7D | +7.5% | -6.7% | +14.2% | +7.6% |
| 30D | +10.1% | +3.9% | +6.2% | +9.9% |
| 3M | -6.8% | +15.5% | -22.3% | -7.2% |
| 6M | +84.1% | +10.5% | +73.6% | +82.6% |
| YTD | +180.3% | +43.0% | +137.3% | +161.5% |
| 1Y | +411.1% | +18.9% | +392.2% | +399.8% |
| All | +1,394.6% | +73.1% | +1,321.5% | +1,397.4% |
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