-86.1%
LEXX price history and return analytics
+89.3%
-175.4%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -33.8% | -0.5% | -33.3% | -33.3% |
| 7D | -24.9% | +1.0% | -25.9% | -25.4% |
| 30D | +77.8% | -0.2% | +78.0% | +78.5% |
| 3M | -3.5% | +4.5% | -8.0% | -8.1% |
| 6M | -24.6% | +14.1% | -38.7% | -34.2% |
| YTD | +1.2% | +14.8% | -13.5% | -11.8% |
| 1Y | -39.9% | +21.2% | -61.1% | -50.4% |
| 3Y | -29.8% | +76.6% | -106.4% | -59.7% |
| 5Y | -90.5% | +66.6% | -157.1% | -94.1% |
| All | -86.1% | +89.3% | -175.4% | -92.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling