| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 4.61% | 7.64% | 2.02% | -3.47% | -0.88% | 1.96% | -1.41% | 4.98% |
15.98%
|
||||
| 2026 | 8.04% | 6.66% | 4.10% | -0.74% | 3.27% | -2.05% |
20.45%
|
| 2025 | 2026 | |
|---|---|---|
| Jan | – | 8.04% |
| Feb | – | 6.66% |
| Mar | – | 4.10% |
| Apr | – | -0.74% |
| May | 4.61% | 3.27% |
| Jun | 7.64% | -2.05% |
| Jul | 2.02% | – |
| Aug | -3.47% | – |
| Sep | -0.88% | – |
| Oct | 1.96% | – |
| Nov | -1.41% | – |
| Dec | 4.98% | – |
| Total |
15.98%
|
20.45%
|
| Paper | BCOM Bloomberg Commodity Index | LMEX | |
|---|---|---|---|
| Annual Sharpe Ratio * | 1.89 | 0.76 | 1.48 |
| Annual Return | 30.67% | 19.57% | 29.88% |
| Annual Volatility | 14.18% | 20.64% | 17.56% |
| Max Drawdown | 8.77% | 13.20% | 10.32% |
| Avg Turnover | 3.96% | 0.00% | 0.00% |
| Correlation with Benchmarks | 1.0 | 0.06 | 0.05 |
* Adjusted for the risk-free rate using the U.S. 3-month Treasury bill.
| VaR (95%) | CVaR (95%) | VaR (99%) | CVaR (99%) |
|---|---|---|---|
| 1.22% | 1.74% | 2.20% | 2.46% |
| Date | Aluminium | Copper | Nickel | Lead | Tin | Zinc |
|---|---|---|---|---|---|---|
| 16 June | 2 | 0 | 2 | 2 | -1 | -4 |
| 17 June | 3 | 0 | 2 | 2 | -1 | -4 |
| 18 June | 3 | 0 | 2 | 1 | -1 | -4 |
| 19 June | 3 | 0 | 2 | 1 | -1 | -4 |
| 22 June | 2 | 1 | 1 | 0 | -1 | -2 |
| 23 June | 1 | 1 | 1 | -2 | 0 | -4 |
| 24 June | 2 | 1 | 1 | -1 | 0 | -4 |
| 25 June | 2 | 1 | 0 | -1 | 0 | -4 |
| 26 June | 3 | 1 | 0 | -1 | 0 | -4 |
| 29 June | 3 | 1 | 1 | -1 | 1 | -3 |
| Date | Aluminium | Copper | Nickel | Lead | Tin | Zinc |
|---|---|---|---|---|---|---|
| 16 June |
$166,910
|
-$6,966
|
$269,430
|
$119,615
|
-$206,876
|
-$352,506
|
| 17 June |
$233,569
|
$13,530
|
$238,229
|
$119,615
|
-$280,246
|
-$352,506
|
| 18 June |
$280,115
|
$65,925
|
$238,229
|
$43,313
|
-$242,655
|
-$352,506
|
| 19 June |
$229,236
|
$145,588
|
$238,229
|
$58,820
|
-$277,344
|
-$352,506
|
| 22 June |
$166,157
|
$280,788
|
$143,867
|
-$19,813
|
-$376,017
|
-$184,915
|
| 23 June |
$112,283
|
$340,867
|
$96,862
|
-$78,753
|
-$123,086
|
-$337,225
|
| 24 June |
$141,681
|
$340,867
|
$78,099
|
-$67,986
|
-$87,292
|
-$337,225
|
| 25 June |
$163,332
|
$340,867
|
$46,380
|
-$67,986
|
$11,830
|
-$337,225
|
| 26 June |
$257,273
|
$340,867
|
$46,380
|
-$42,326
|
$112,332
|
-$337,225
|
| 29 June |
$257,273
|
$293,521
|
$51,468
|
-$57,139
|
$250,189
|
-$250,028
|
| Date | P&L Comparison | Diff attribution (= Net Δ) | ||||
|---|---|---|---|---|---|---|
| 30 June |
-1.04%
|
-1.13%
|
-0.09%
|
-0.11%
|
0.02%
|
0%
|
| 29 June |
-1.32%
|
-1.31%
|
0.01%
|
0%
|
0%
|
0%
|
| 26 June |
-0.28%
|
-0.28%
|
0%
|
-0.01%
|
0.01%
|
0%
|
| 25 June |
0.87%
|
0.88%
|
0.01%
|
0%
|
0.01%
|
0%
|
| 24 June |
-0.82%
|
-0.79%
|
0.04%
|
0.01%
|
0.03%
|
0%
|
| 23 June |
1.77%
|
1.81%
|
0.04%
|
0%
|
0.04%
|
0%
|
| 22 June |
-1.95%
|
-2.00%
|
-0.05%
|
-0.05%
|
0%
|
0%
|
| 19 June |
1.20%
|
1.24%
|
0.04%
|
0.03%
|
0%
|
0%
|
| 18 June |
-0.03%
|
-0.06%
|
-0.03%
|
-0.04%
|
0.01%
|
0%
|
| 17 June |
-0.11%
|
-0.07%
|
0.04%
|
-0.02%
|
0.07%
|
0%
|