-12.3%
LXU vs VOO
+802.4%
-814.7%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | +0.2% |
| 7D | +3.6% | -2.0% | +5.5% | +6.4% |
| 30D | +16.4% | -1.7% | +18.1% | +18.9% |
| 3M | -2.1% | +4.7% | -6.8% | -9.4% |
| 6M | -8.8% | +12.6% | -21.3% | -25.1% |
| YTD | +36.8% | +11.8% | +25.1% | +13.3% |
| 1Y | +43.1% | +17.5% | +25.5% | +10.5% |
| 3Y | +10.4% | +77.0% | -66.5% | -53.3% |
| 5Y | +88.0% | +82.6% | +5.5% | -25.9% |
| 10Y | +48.5% | +320.0% | -271.5% | -85.3% |
| All | -12.3% | +802.4% | -814.7% | -97.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling