+141.2%
ADI vs LSCC
+82.7%
+58.5%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +2.0% | -0.4% | +0.7% |
| 7D | +0.4% | +1.3% | -0.9% | -0.2% |
| 30D | -3.8% | -9.7% | +5.9% | +0.4% |
| 3M | -15.3% | -23.7% | +8.5% | -5.7% |
| 6M | +6.7% | +26.5% | -19.8% | -6.2% |
| YTD | +34.8% | +57.5% | -22.7% | +6.1% |
| 1Y | +49.0% | +75.7% | -26.7% | +10.3% |
| 3Y | +108.1% | +19.5% | +88.6% | +68.0% |
| All | +141.2% | +82.7% | +58.5% | +44.8% |
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