+1,580.3%
LLY vs SPXU
-99.5%
+1,679.8%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.4% | -1.4% | +0.3% |
| 7D | -3.1% | +1.3% | -4.4% | -2.8% |
| 30D | -8.6% | +5.1% | -13.7% | -7.5% |
| 3M | -1.6% | -9.1% | +7.5% | -3.5% |
| 6M | +11.8% | -29.6% | +41.4% | +4.3% |
| YTD | +5.1% | -27.7% | +32.8% | -1.2% |
| 1Y | +50.7% | -37.0% | +87.7% | +38.0% |
| 3Y | +95.7% | -80.2% | +175.9% | +47.9% |
| 5Y | +390.2% | -86.0% | +476.2% | +274.4% |
| 10Y | +1,580.3% | -99.5% | +1,679.9% | +559.1% |
| All | +1,580.3% | -99.5% | +1,679.8% | +559.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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