+6.4%
LVS vs BDX
-2.2%
+8.7%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.8% | -0.3% | +0.3% |
| 7D | -3.5% | -3.2% | -0.3% | -2.6% |
| 30D | -6.2% | -2.5% | -3.7% | -5.5% |
| 3M | -14.8% | +21.4% | -36.2% | -19.8% |
| 6M | -20.9% | +10.4% | -31.3% | -23.4% |
| YTD | -33.0% | +18.8% | -51.9% | -36.7% |
| 1Y | -20.0% | +21.7% | -41.7% | -25.1% |
| 3Y | -6.9% | -10.0% | +3.0% | -6.4% |
| All | +6.4% | -2.2% | +8.7% | -2.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BDX.
Daily Out/Under-Performance
Portfolio return minus BDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BDX 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 5y: compounded portfolio wealth divided by compounded BDX 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…
5y analysis · Full analysis span regression · 6 months rolling