+143.3%
AAPL vs LSCC
+33.9%
+109.4%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -5.5% | +5.9% | +1.6% |
| 7D | +4.1% | +7.0% | -2.8% | +2.4% |
| 30D | +4.0% | -2.3% | +6.3% | +3.6% |
| 3M | +16.8% | -12.5% | +29.3% | +18.4% |
| 6M | +19.4% | -10.6% | +30.0% | +17.8% |
| YTD | +31.5% | +52.7% | -21.2% | +10.7% |
| 1Y | +31.0% | +74.0% | -43.0% | +6.0% |
| 3Y | +95.3% | +104.8% | -9.5% | +38.6% |
| All | +143.3% | +33.9% | +109.4% | +80.9% |
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