+257.3%
SOXX vs LSCC
+82.7%
+174.6%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.7% | +2.4% | +1.6% |
| 7D | +6.1% | +1.4% | +4.7% | +5.3% |
| 30D | +0.5% | -10.0% | +10.5% | +6.4% |
| 3M | -5.3% | -16.1% | +10.8% | +4.5% |
| 6M | +58.3% | +27.4% | +30.9% | +39.2% |
| YTD | +76.8% | +56.9% | +19.9% | +37.1% |
| 1Y | +114.6% | +74.6% | +40.0% | +55.5% |
| 3Y | +229.6% | +26.0% | +203.7% | +160.4% |
| 5Y | +257.3% | +86.1% | +171.2% | +99.6% |
| All | +257.3% | +82.7% | +174.6% | +99.6% |
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 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