+60.6%
PFE vs LSCC
+1,244.7%
-1,184.1%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +7.1% | -8.8% | -2.2% |
| 7D | -3.7% | +13.0% | -16.7% | -4.8% |
| 30D | +5.0% | -19.8% | +24.8% | +6.6% |
| 3M | +12.2% | -18.4% | +30.6% | +13.5% |
| 6M | +14.6% | -16.1% | +30.7% | +14.7% |
| YTD | +24.1% | +42.7% | -18.6% | +17.3% |
| 1Y | +26.6% | +68.0% | -41.4% | +17.7% |
| 3Y | +14.3% | +85.8% | -71.5% | +2.3% |
| 5Y | -21.9% | +28.0% | -50.0% | -29.8% |
| All | +60.6% | +1,244.7% | -1,184.1% | +5.1% |
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