+1,336.5%
XLK vs LSCC
+984.7%
+351.9%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +8.4% | -4.7% | +1.2% |
| 7D | -1.9% | +19.3% | -21.2% | -7.1% |
| 30D | -14.0% | -9.6% | -4.4% | -11.9% |
| 3M | -9.0% | -12.4% | +3.4% | -6.3% |
| 6M | -2.4% | -10.5% | +8.0% | -1.1% |
| YTD | +19.1% | +54.8% | -35.7% | +1.1% |
| 1Y | +19.2% | +79.4% | -60.2% | -3.3% |
| 3Y | +99.1% | +109.6% | -10.5% | +44.7% |
| 5Y | +112.0% | +40.4% | +71.6% | +64.8% |
| 10Y | +699.4% | +1,379.1% | -679.7% | +188.9% |
| All | +1,336.5% | +984.7% | +351.9% | +263.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling