-5.8%
LVS vs SPXU
-79.8%
+74.0%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.4% | -2.9% | -1.0% |
| 7D | -2.7% | +1.3% | -4.0% | -2.3% |
| 30D | -4.7% | +5.1% | -9.8% | -3.1% |
| 3M | -15.6% | -9.1% | -6.4% | -17.8% |
| 6M | -18.6% | -29.6% | +10.9% | -26.6% |
| YTD | -32.3% | -27.7% | -4.6% | -38.1% |
| 1Y | -18.0% | -37.0% | +18.9% | -27.9% |
| All | -5.8% | -79.8% | +74.0% | -38.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling