+83.9%
XLI vs LSCC
+82.7%
+1.2%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.0% | -1.6% | 0.0% |
| 7D | -1.1% | +1.3% | -2.4% | -1.3% |
| 30D | -5.9% | -9.7% | +3.7% | -4.3% |
| 3M | -0.3% | -23.7% | +23.4% | +3.8% |
| 6M | +0.1% | +26.5% | -26.4% | -5.9% |
| YTD | +13.6% | +57.5% | -43.9% | +1.9% |
| 1Y | +17.2% | +75.7% | -58.5% | +2.4% |
| 3Y | +68.2% | +19.5% | +48.7% | +50.6% |
| All | +83.9% | +82.7% | +1.2% | +38.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling