-56.6%
LXEO vs SPY
+81.0%
-137.6%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.6% | -2.1% | -1.6% |
| 7D | -9.9% | -2.0% | -7.9% | -6.4% |
| 30D | -8.8% | -1.7% | -7.1% | -5.7% |
| 3M | +5.6% | +4.7% | +0.8% | -3.7% |
| 6M | -39.4% | +12.5% | -51.9% | -51.1% |
| YTD | -56.1% | +11.7% | -67.8% | -64.0% |
| 1Y | -16.2% | +17.5% | -33.6% | -37.5% |
| All | -56.6% | +81.0% | -137.6% | -79.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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