+71.0%
AAPL vs LSCC
+20.0%
+50.9%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +2.0% | -4.5% | -2.8% |
| 7D | +0.1% | +1.3% | -1.2% | -0.2% |
| 30D | +3.0% | -9.7% | +12.6% | +4.5% |
| 3M | +2.9% | -23.7% | +26.6% | +6.4% |
| 6M | +22.1% | +26.5% | -4.4% | +13.2% |
| YTD | +18.0% | +57.5% | -39.5% | +4.0% |
| 1Y | +33.9% | +75.7% | -41.7% | +14.4% |
| All | +71.0% | +20.0% | +50.9% | +43.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling