+270.3%
ORCL vs LSCC
+1,351.6%
-1,081.3%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -5.5% | +4.1% | -0.1% |
| 7D | +8.0% | +7.0% | +1.0% | +6.3% |
| 30D | -4.0% | -2.3% | -1.7% | -3.8% |
| 3M | -19.5% | -12.5% | -6.9% | -17.5% |
| 6M | -33.5% | -10.6% | -22.9% | -32.6% |
| YTD | -34.8% | +52.7% | -87.5% | -42.0% |
| 1Y | -41.6% | +74.0% | -115.6% | -49.5% |
| 3Y | +13.8% | +104.8% | -91.0% | -9.0% |
| 5Y | +43.4% | +36.2% | +7.1% | +17.6% |
| All | +270.3% | +1,351.6% | -1,081.3% | +89.7% |
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