+30.6%
ORCL vs LSCC
+26.3%
+4.2%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +7.1% | -6.3% | -1.0% |
| 7D | -11.2% | +13.0% | -24.1% | -14.0% |
| 30D | -18.8% | -19.8% | +1.0% | -14.4% |
| 3M | -18.8% | -18.4% | -0.4% | -15.0% |
| 6M | -39.7% | -16.1% | -23.6% | -37.9% |
| YTD | -39.6% | +42.7% | -82.4% | -46.4% |
| 1Y | -51.7% | +68.0% | -119.7% | -58.9% |
| 3Y | +10.2% | +85.8% | -75.6% | -13.7% |
| All | +30.6% | +26.3% | +4.2% | +2.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling