+579.4%
ADI vs LSCC
+1,244.7%
-665.3%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +7.1% | -6.4% | -2.3% |
| 7D | -12.8% | +13.0% | -25.8% | -17.3% |
| 30D | -11.3% | -19.8% | +8.5% | -3.5% |
| 3M | -3.4% | -18.4% | +15.0% | +3.9% |
| 6M | -12.0% | -16.1% | +4.1% | -7.8% |
| YTD | +35.3% | +42.7% | -7.5% | +11.3% |
| 1Y | +58.1% | +68.0% | -9.9% | +21.1% |
| 3Y | +127.4% | +85.8% | +41.5% | +54.6% |
| 5Y | +114.6% | +28.0% | +86.5% | +58.5% |
| All | +579.4% | +1,244.7% | -665.3% | +125.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling