+37.0%
LXU vs SPY
+21.3%
+15.6%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.0% | -3.7% | -2.6% |
| 7D | +7.6% | +0.3% | +7.3% | +7.6% |
| 30D | +14.5% | +0.2% | +14.2% | +14.5% |
| 3M | -12.3% | +2.8% | -15.1% | -11.8% |
| 6M | -5.9% | +14.3% | -20.2% | -6.4% |
| YTD | +32.1% | +14.0% | +18.1% | +31.0% |
| All | +37.0% | +21.3% | +15.6% | +30.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling