+2,011.1%
XEL vs LSCC
+9,784.2%
-7,773.1%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +7.1% | -8.0% | -1.2% |
| 7D | -0.2% | +13.0% | -13.1% | -0.9% |
| 30D | +10.0% | -19.8% | +29.8% | +11.1% |
| 3M | +4.3% | -18.4% | +22.7% | +5.1% |
| 6M | +0.5% | -16.1% | +16.6% | +0.7% |
| YTD | +10.4% | +42.7% | -32.4% | +7.1% |
| 1Y | +2.0% | +68.0% | -66.0% | -2.0% |
| 3Y | +45.6% | +85.8% | -40.3% | +36.4% |
| 5Y | +46.6% | +28.0% | +18.6% | +38.0% |
| 10Y | +168.3% | +1,255.1% | -1,086.8% | +114.0% |
| All | +2,011.1% | +9,784.2% | -7,773.1% | +1,245.5% |
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