+21.7%
ELV vs LSCC
+88.7%
-67.0%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +3.7% | +1.8% | +5.4% |
| 7D | +2.8% | +3.3% | -0.6% | +2.6% |
| 30D | +4.9% | -7.4% | +12.3% | +5.2% |
| 3M | +4.9% | -16.2% | +21.1% | +5.3% |
| 6M | +45.1% | +31.9% | +13.2% | +42.3% |
| YTD | +20.7% | +62.8% | -42.1% | +17.0% |
| 1Y | +35.0% | +81.4% | -46.4% | +30.1% |
| 3Y | -2.4% | +33.1% | -35.5% | -5.4% |
| All | +21.7% | +88.7% | -67.0% | +8.2% |
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