+1,379.1%
LSCC vs EXEL
+445.6%
+933.5%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.4% | +3.1% | +5.3% | +7.7% |
| 7D | +19.3% | +2.3% | +17.0% | +18.9% |
| 30D | -9.6% | +19.8% | -29.5% | -13.5% |
| 3M | -12.4% | +32.7% | -45.1% | -18.4% |
| 6M | -10.5% | +49.0% | -59.4% | -19.2% |
| YTD | +54.8% | +63.7% | -8.9% | +35.8% |
| 1Y | +79.4% | +75.8% | +3.6% | +54.6% |
| 3Y | +109.6% | +241.3% | -131.7% | +48.3% |
| 5Y | +40.4% | +289.0% | -248.7% | -5.0% |
| 10Y | +1,379.1% | +377.6% | +1,001.5% | +830.6% |
| All | +1,379.1% | +445.6% | +933.5% | +830.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EXEL.
Daily Out/Under-Performance
Portfolio return minus EXEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXEL 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 EXEL 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