+955.3%
XBI vs LSCC
+2,366.0%
-1,410.6%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.0% | -2.3% | -0.9% |
| 7D | +0.9% | +1.3% | -0.4% | +0.5% |
| 30D | +7.1% | -9.7% | +16.7% | +9.6% |
| 3M | +22.9% | -23.7% | +46.6% | +29.6% |
| 6M | +29.7% | +26.5% | +3.2% | +19.1% |
| YTD | +34.5% | +57.5% | -23.0% | +15.6% |
| 1Y | +76.1% | +75.7% | +0.4% | +46.0% |
| 3Y | +103.2% | +19.5% | +83.7% | +74.0% |
| 5Y | +22.8% | +83.8% | -60.9% | -9.4% |
| 10Y | +176.3% | +1,772.4% | -1,596.1% | +8.6% |
| All | +955.3% | +2,366.0% | -1,410.6% | +185.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling