+2,376.5%
LSCC vs XHB
+173.9%
+2,202.6%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.0% | +1.0% | +1.3% |
| 7D | +1.3% | -1.3% | +2.6% | +2.3% |
| 30D | -9.7% | -6.9% | -2.8% | -5.1% |
| 3M | -23.7% | -1.3% | -22.4% | -23.4% |
| 6M | +26.5% | -6.8% | +33.3% | +33.3% |
| YTD | +57.5% | +0.7% | +56.8% | +56.3% |
| 1Y | +75.7% | -11.2% | +86.9% | +90.5% |
| 3Y | +19.5% | +25.3% | -5.9% | +2.1% |
| 5Y | +83.8% | +37.3% | +46.4% | +51.2% |
| 10Y | +1,772.4% | +211.5% | +1,560.9% | +769.6% |
| All | +2,376.5% | +173.9% | +2,202.6% | +1,001.1% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 all: compounded portfolio wealth divided by compounded XHB 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…
all analysis · Full analysis span regression · 6 months rolling