+4,404.4%
DELL vs LVS
0.0%
+4,404.4%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +0.5% | +11.4% | +11.8% |
| 7D | +8.2% | -3.5% | +11.7% | +9.5% |
| 30D | +17.1% | -6.2% | +23.3% | +19.4% |
| 3M | +45.2% | -14.8% | +60.0% | +51.8% |
| 6M | +286.8% | -20.9% | +307.6% | +313.8% |
| YTD | +354.8% | -33.0% | +387.8% | +411.0% |
| 1Y | +358.3% | -20.0% | +378.3% | +383.8% |
| 3Y | +724.9% | -6.9% | +731.8% | +703.4% |
| 5Y | +1,193.7% | +9.1% | +1,184.6% | +1,029.1% |
| All | +4,404.4% | 0.0% | +4,404.4% | +3,829.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling