+432.7%
VLO vs LSCC
+40.9%
+391.7%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.3% | +0.6% | -1.4% |
| 7D | -9.5% | +5.0% | -14.6% | -10.2% |
| 30D | -19.1% | -11.7% | -7.4% | -18.1% |
| 3M | +11.4% | -13.3% | +24.7% | +12.7% |
| 6M | +46.7% | -12.5% | +59.3% | +46.4% |
| YTD | +118.6% | +51.2% | +67.4% | +94.9% |
| 1Y | +99.9% | +65.9% | +34.0% | +74.8% |
| 3Y | +210.5% | +95.3% | +115.1% | +151.1% |
| 5Y | +432.7% | +38.6% | +394.1% | +334.4% |
| All | +432.7% | +40.9% | +391.7% | +334.4% |
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