+55.3%
SOXX vs LSCC
+72.6%
-17.4%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -5.5% | +1.8% | -0.3% |
| 7D | +9.4% | +7.0% | +2.4% | +4.6% |
| 30D | -13.8% | -2.3% | -11.5% | -13.2% |
| 3M | -18.6% | -12.5% | -6.1% | -12.8% |
| 6M | -15.1% | -10.6% | -4.5% | -8.3% |
| YTD | +49.0% | +52.7% | -3.7% | +23.1% |
| 1Y | +55.3% | +74.0% | -18.7% | +21.2% |
| All | +55.3% | +72.6% | -17.4% | +21.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling