+32.7%
ORCL vs LSCC
+20.0%
+12.6%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +2.0% | +1.1% | +2.6% |
| 7D | +5.3% | +1.3% | +3.9% | +5.0% |
| 30D | +10.0% | -9.7% | +19.6% | +12.6% |
| 3M | -32.6% | -23.7% | -8.9% | -28.6% |
| 6M | +4.9% | +26.5% | -21.6% | -2.1% |
| YTD | -17.8% | +57.5% | -75.3% | -28.1% |
| 1Y | -28.0% | +75.7% | -103.7% | -38.9% |
| All | +32.7% | +20.0% | +12.6% | +11.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling