+52.6%
XOM vs LNG
+42.0%
+10.6%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LNG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -6.2% | +1.5% | -1.9% |
| 7D | -7.0% | -1.9% | -5.1% | -6.1% |
| 30D | +3.2% | +6.2% | -3.0% | +0.6% |
| 3M | +10.7% | +13.7% | -3.1% | +4.2% |
| 6M | +11.6% | +7.5% | +4.1% | +7.3% |
| YTD | +43.5% | +51.3% | -7.8% | +20.5% |
| 1Y | +52.6% | +42.6% | +10.0% | +29.9% |
| All | +52.6% | +42.0% | +10.6% | +29.9% |
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