+175.3%
XEL vs LSCC
+1,398.6%
-1,223.2%
-34.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +8.4% | -7.8% | +0.3% |
| 7D | +1.1% | +19.3% | -18.3% | +0.4% |
| 30D | +8.7% | -9.6% | +18.3% | +8.9% |
| 3M | +3.5% | -12.4% | +15.9% | +3.8% |
| 6M | +2.6% | -10.5% | +13.0% | +2.5% |
| YTD | +11.1% | +54.8% | -43.7% | +8.3% |
| 1Y | +2.2% | +79.4% | -77.2% | -1.0% |
| 3Y | +51.1% | +109.6% | -58.5% | +42.5% |
| 5Y | +48.0% | +40.4% | +7.7% | +40.1% |
| 10Y | +175.3% | +1,379.1% | -1,203.8% | +119.4% |
| All | +175.3% | +1,398.6% | -1,223.2% | +119.4% |
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 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