+45.6%
BMY vs LVS
-31.5%
+77.1%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +6.5% | -2.5% | +3.0% |
| 7D | +6.0% | +13.4% | -7.4% | +4.1% |
| 30D | +9.1% | +12.2% | -3.0% | +7.4% |
| 3M | -2.6% | -10.7% | +8.2% | -1.4% |
| 6M | +13.1% | -19.8% | +33.0% | +15.4% |
| YTD | +23.0% | -35.8% | +58.8% | +28.6% |
| 1Y | +45.6% | -31.8% | +77.4% | +49.4% |
| All | +45.6% | -31.5% | +77.1% | +49.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling