-62.0%
LX price history and return analytics
+74.0%
-136.0%
-94.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -0.3% | +5.5% | +5.7% |
| 7D | -5.7% | +2.4% | -8.1% | -8.8% |
| 30D | -8.5% | -1.5% | -7.0% | -5.9% |
| 3M | -56.4% | -4.1% | -52.3% | -53.2% |
| 6M | -69.9% | +0.6% | -70.5% | -70.0% |
| YTD | -79.3% | +11.0% | -90.3% | -82.1% |
| 1Y | -83.6% | +13.3% | -97.0% | -86.3% |
| 3Y | -62.0% | +73.4% | -135.4% | -83.3% |
| All | -62.0% | +74.0% | -136.0% | -83.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling