+8.9%
GE vs LVS
-31.5%
+40.4%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +6.5% | -3.7% | +1.7% |
| 7D | +9.4% | +13.4% | -4.0% | +7.4% |
| 30D | +7.5% | +12.2% | -4.6% | +5.6% |
| 3M | -12.5% | -10.7% | -1.8% | -12.1% |
| 6M | +17.8% | -19.8% | +37.6% | +19.7% |
| YTD | +7.4% | -35.8% | +43.2% | +8.8% |
| 1Y | +8.9% | -31.8% | +40.7% | +8.8% |
| All | +8.9% | -31.5% | +40.4% | +8.8% |
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