+81.5%
LXU vs SPY
+80.7%
+0.8%
-81.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | -0.1% |
| 7D | +3.6% | -2.0% | +5.5% | +5.4% |
| 30D | +16.4% | -1.7% | +18.1% | +18.0% |
| 3M | -2.1% | +4.7% | -6.8% | -7.1% |
| 6M | -8.8% | +12.5% | -21.3% | -20.1% |
| YTD | +36.8% | +11.7% | +25.1% | +20.7% |
| 1Y | +43.1% | +17.5% | +25.6% | +20.1% |
| 3Y | +10.4% | +76.6% | -66.1% | -38.3% |
| All | +81.5% | +80.7% | +0.8% | +5.6% |
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