+80.7%
LXU vs VOO
+82.8%
-2.1%
-81.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.8% | -1.3% | -1.2% |
| 7D | +2.5% | -0.8% | +3.2% | +3.2% |
| 30D | +17.3% | -1.1% | +18.4% | +18.3% |
| 3M | -1.0% | +3.9% | -4.9% | -5.2% |
| 6M | -14.2% | +13.6% | -27.9% | -25.7% |
| YTD | +36.2% | +12.7% | +23.5% | +19.0% |
| 1Y | +43.3% | +17.6% | +25.7% | +20.1% |
| 3Y | +12.9% | +77.3% | -64.5% | -37.5% |
| All | +80.7% | +82.8% | -2.1% | +3.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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