+552.2%
DELL vs LSCC
+26.3%
+525.8%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +7.1% | -3.5% | +0.6% |
| 7D | -22.6% | +13.0% | -35.5% | -26.5% |
| 30D | -43.2% | -19.8% | -23.4% | -37.4% |
| 3M | -24.8% | -18.4% | -6.4% | -17.8% |
| 6M | +38.0% | -16.1% | +54.1% | +48.0% |
| YTD | +163.7% | +42.7% | +121.0% | +126.0% |
| 1Y | +122.5% | +68.0% | +54.5% | +78.5% |
| 3Y | +377.0% | +85.8% | +291.1% | +247.8% |
| All | +552.2% | +26.3% | +525.8% | +369.0% |
Cumulative growth
Daily Returns
Daily percentage return beside LSCC.
Daily Out/Under-Performance
Portfolio return minus LSCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LSCC 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 LSCC 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