+2,049.9%
LLY vs LSCC
+1,498.6%
+551.4%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +10.4% | -10.0% | -0.5% |
| 7D | +1.4% | +14.5% | -13.1% | +0.2% |
| 30D | +21.5% | -0.1% | +21.6% | +21.2% |
| 3M | +18.5% | -2.7% | +21.1% | +18.0% |
| 6M | +49.1% | -4.8% | +53.9% | +47.6% |
| YTD | +34.4% | +66.9% | -32.5% | +25.1% |
| 1Y | +46.3% | +85.8% | -39.5% | +34.6% |
| 3Y | +145.5% | +115.6% | +29.9% | +115.4% |
| 5Y | +472.7% | +48.8% | +423.9% | +403.3% |
| 10Y | +2,049.9% | +1,490.3% | +559.7% | +1,311.7% |
| All | +2,049.9% | +1,498.6% | +551.4% | +1,311.7% |
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