+761.2%
LVS vs SPXU
-100.0%
+861.2%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.7% | -2.6% | -0.2% |
| 7D | +0.3% | -1.5% | +1.8% | -0.3% |
| 30D | -3.9% | +3.7% | -7.6% | -2.3% |
| 3M | -12.9% | -9.6% | -3.3% | -16.3% |
| 6M | -16.9% | -32.4% | +15.4% | -28.8% |
| YTD | -31.2% | -28.7% | -2.6% | -39.3% |
| 1Y | -16.4% | -38.2% | +21.8% | -30.1% |
| 3Y | -4.4% | -80.4% | +76.0% | -45.5% |
| 5Y | +6.7% | -86.0% | +92.7% | -35.3% |
| 10Y | +1.4% | -99.5% | +101.0% | -80.2% |
| All | +761.2% | -100.0% | +861.2% | -77.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling