+957.1%
WDC vs LNG
+229.3%
+727.8%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LNG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +0.7% | -5.1% | -4.5% |
| 7D | +4.4% | -4.5% | +8.9% | +5.1% |
| 30D | +5.3% | +4.7% | +0.6% | +4.4% |
| 3M | -5.9% | +15.1% | -21.1% | -8.5% |
| 6M | +73.2% | +13.6% | +59.7% | +67.3% |
| YTD | +167.8% | +44.0% | +123.9% | +142.5% |
| 1Y | +386.0% | +18.4% | +367.6% | +362.8% |
| 3Y | +1,309.7% | +75.9% | +1,233.8% | +1,107.9% |
| 5Y | +957.1% | +231.7% | +725.4% | +669.6% |
| All | +957.1% | +229.3% | +727.8% | +669.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling