+7.8%
XLI vs LSCC
+68.2%
-60.3%
-12.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +7.1% | -7.0% | -1.0% |
| 7D | -2.8% | +13.0% | -15.8% | -4.8% |
| 30D | -3.1% | -19.8% | +16.7% | +0.1% |
| 3M | -11.7% | -18.4% | +6.7% | -9.3% |
| 6M | -7.6% | -16.1% | +8.6% | -6.8% |
| YTD | +5.7% | +42.7% | -37.0% | -5.1% |
| 1Y | +7.8% | +68.0% | -60.2% | -6.2% |
| All | +7.8% | +68.2% | -60.3% | -6.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling