+880.3%
LOPE price history and return analytics
+705.8%
+174.4%
-54.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +2.6% | -3.9% | -3.0% |
| 7D | -22.4% | +0.4% | -22.7% | -22.2% |
| 30D | -27.3% | -2.6% | -24.7% | -25.8% |
| 3M | -23.8% | -3.2% | -20.6% | -22.0% |
| 6M | -30.1% | +0.9% | -31.0% | -30.7% |
| YTD | -30.2% | +11.3% | -41.5% | -35.3% |
| 1Y | -30.1% | +14.0% | -44.1% | -36.3% |
| 3Y | -15.4% | +75.8% | -91.3% | -42.4% |
| 5Y | +40.4% | +57.8% | -17.5% | +1.5% |
| 10Y | +119.4% | +219.8% | -100.4% | -1.0% |
| All | +880.3% | +705.8% | +174.4% | +162.8% |
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