+80.7%
LXU price history and return analytics
+65.7%
+15.0%
-81.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.9% | -1.3% | -1.3% |
| 7D | +2.5% | -1.1% | +3.6% | +3.6% |
| 30D | +17.3% | -1.0% | +18.3% | +18.4% |
| 3M | -1.0% | +3.2% | -4.2% | -5.0% |
| 6M | -14.2% | +12.5% | -26.7% | -26.5% |
| YTD | +36.2% | +14.1% | +22.2% | +14.6% |
| 1Y | +43.3% | +18.9% | +24.4% | +15.0% |
| 3Y | +12.9% | +74.1% | -61.2% | -41.5% |
| All | +80.7% | +65.7% | +15.0% | +7.4% |
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