+235.2%
XLI vs LSCC
+1,398.6%
-1,163.3%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +8.4% | -4.6% | +2.2% |
| 7D | -0.5% | +19.3% | -19.8% | -4.1% |
| 30D | -0.2% | -9.6% | +9.4% | +1.2% |
| 3M | -8.6% | -12.4% | +3.9% | -7.0% |
| 6M | -2.0% | -10.5% | +8.5% | -2.0% |
| YTD | +9.7% | +54.8% | -45.0% | -2.8% |
| 1Y | +11.4% | +79.4% | -68.0% | -4.4% |
| 3Y | +74.2% | +109.6% | -35.4% | +36.8% |
| 5Y | +70.0% | +40.4% | +29.6% | +37.2% |
| 10Y | +235.2% | +1,379.1% | -1,143.8% | +56.5% |
| All | +235.2% | +1,398.6% | -1,163.3% | +56.5% |
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 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