+47.3%
AMZN vs LSCC
+82.7%
-35.4%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.0% | -2.1% | -0.7% |
| 7D | -3.0% | +1.3% | -4.3% | -3.4% |
| 30D | -5.2% | -9.7% | +4.5% | -2.7% |
| 3M | +1.9% | -23.7% | +25.6% | +8.2% |
| 6M | +19.2% | +26.5% | -7.3% | +6.5% |
| YTD | +12.0% | +57.5% | -45.5% | -8.3% |
| 1Y | +9.7% | +75.7% | -66.0% | -14.5% |
| 3Y | +87.2% | +19.5% | +67.7% | +56.7% |
| All | +47.3% | +82.7% | -35.4% | -10.8% |
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