+1,537.1%
SOXX vs LSCC
+1,943.7%
-406.6%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +4.9% | -3.1% | -0.6% |
| 7D | +1.4% | +3.3% | -1.9% | -0.3% |
| 30D | -3.6% | -7.4% | +3.8% | 0.0% |
| 3M | -10.2% | -16.2% | +6.0% | -1.9% |
| 6M | +54.2% | +31.9% | +22.3% | +35.4% |
| YTD | +75.2% | +62.8% | +12.4% | +37.6% |
| 1Y | +107.5% | +81.4% | +26.1% | +53.6% |
| 3Y | +226.8% | +33.1% | +193.7% | +157.2% |
| 5Y | +251.2% | +90.8% | +160.5% | +125.6% |
| All | +1,537.1% | +1,943.7% | -406.6% | +375.5% |
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