+145.7%
XLK vs LSCC
+85.6%
+60.0%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.4% | -1.1% | -0.1% |
| 7D | +2.3% | +5.2% | -2.9% | +0.6% |
| 30D | -0.1% | -9.6% | +9.6% | +3.2% |
| 3M | +2.1% | -17.8% | +19.9% | +8.0% |
| 6M | +37.2% | +37.4% | -0.3% | +21.2% |
| YTD | +30.8% | +59.7% | -28.9% | +8.7% |
| 1Y | +42.6% | +76.2% | -33.6% | +13.6% |
| 3Y | +121.8% | +28.2% | +93.6% | +83.1% |
| 5Y | +145.7% | +87.2% | +58.5% | +56.5% |
| All | +145.7% | +85.6% | +60.0% | +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 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