-24.0%
LXU price history and return analytics
+371.8%
-395.8%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.5% | +0.9% | +1.1% |
| 7D | +1.5% | +1.0% | +0.5% | +0.1% |
| 30D | +18.0% | -0.2% | +18.2% | +18.2% |
| 3M | -6.8% | +4.5% | -11.4% | -13.3% |
| 6M | -15.9% | +14.1% | -29.9% | -31.9% |
| YTD | +33.5% | +14.8% | +18.8% | +7.0% |
| 1Y | +38.1% | +21.2% | +16.9% | +3.2% |
| 3Y | +7.8% | +76.6% | -68.8% | -51.3% |
| 5Y | +81.7% | +66.6% | +15.1% | -11.2% |
| 10Y | +35.5% | +222.3% | -186.8% | -70.8% |
| All | -24.0% | +371.8% | -395.8% | -88.8% |
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