+84.5%
AAPL vs LVS
-8.3%
+92.9%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -1.7% | +5.2% | +3.9% |
| 7D | -0.5% | -4.3% | +3.8% | +0.4% |
| 30D | +7.1% | -6.8% | +13.9% | +8.7% |
| 3M | +12.1% | -15.6% | +27.7% | +16.1% |
| 6M | +25.4% | -20.6% | +46.0% | +31.1% |
| YTD | +20.5% | -33.4% | +53.9% | +30.5% |
| 1Y | +44.5% | -20.1% | +64.7% | +49.1% |
| All | +84.5% | -8.3% | +92.9% | +70.0% |
Cumulative growth
Daily Returns
Daily percentage return beside LVS.
Daily Out/Under-Performance
Portfolio return minus LVS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LVS 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 LVS 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