+42.4%
XLK vs LSCC
+74.7%
-32.3%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.7% | +1.7% | +0.5% |
| 7D | +2.3% | +1.4% | +0.9% | +1.9% |
| 30D | +0.8% | -10.0% | +10.9% | +4.1% |
| 3M | +4.1% | -16.1% | +20.1% | +9.0% |
| 6M | +34.8% | +27.4% | +7.4% | +26.3% |
| YTD | +30.8% | +56.9% | -26.1% | +14.9% |
| 1Y | +42.4% | +74.6% | -32.2% | +22.2% |
| All | +42.4% | +74.7% | -32.3% | +22.2% |
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