+259.8%
ELV vs LSCC
+1,791.9%
-1,532.2%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.4% | -2.7% | -1.5% |
| 7D | -0.3% | +5.2% | -5.5% | -0.8% |
| 30D | +2.0% | -9.6% | +11.6% | +2.9% |
| 3M | -3.5% | -17.8% | +14.3% | -2.2% |
| 6M | +40.2% | +37.4% | +2.8% | +33.1% |
| YTD | +15.8% | +59.7% | -43.8% | +7.5% |
| 1Y | +33.2% | +76.2% | -43.1% | +21.6% |
| 3Y | -6.2% | +28.2% | -34.4% | -13.6% |
| 5Y | +16.4% | +87.2% | -70.8% | -4.9% |
| 10Y | +259.8% | +1,795.0% | -1,535.2% | +83.4% |
| All | +259.8% | +1,791.9% | -1,532.2% | +83.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling