+133.8%
ADI vs LSCC
+33.9%
+99.9%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -5.5% | +2.7% | -0.3% |
| 7D | +9.5% | +7.0% | +2.5% | +6.1% |
| 30D | -1.4% | -2.3% | +0.9% | -1.3% |
| 3M | +4.7% | -12.5% | +17.2% | +9.5% |
| 6M | -7.4% | -10.6% | +3.2% | -5.6% |
| YTD | +48.1% | +52.7% | -4.6% | +16.5% |
| 1Y | +69.6% | +74.0% | -4.3% | +25.5% |
| 3Y | +144.4% | +104.8% | +39.6% | +52.5% |
| All | +133.8% | +33.9% | +99.9% | +58.4% |
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