-95.6%
LEXX price history and return analytics
+65.7%
-161.3%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.9% | -2.9% | -2.8% |
| 7D | -71.9% | -1.1% | -70.8% | -71.4% |
| 30D | -35.1% | -1.0% | -34.1% | -34.0% |
| 3M | -58.7% | +3.2% | -61.9% | -59.8% |
| 6M | -62.8% | +12.5% | -75.3% | -66.6% |
| YTD | -57.1% | +14.1% | -71.2% | -61.8% |
| 1Y | -75.3% | +18.9% | -94.2% | -78.8% |
| 3Y | -69.8% | +74.1% | -143.9% | -81.5% |
| All | -95.6% | +65.7% | -161.3% | -97.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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