+50.4%
AMZN vs LSCC
+33.9%
+16.5%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -5.5% | +5.2% | +1.3% |
| 7D | +2.8% | +7.0% | -4.1% | +0.4% |
| 30D | +5.0% | -2.3% | +7.3% | +4.6% |
| 3M | +0.6% | -12.5% | +13.1% | +2.7% |
| 6M | -1.3% | -10.6% | +9.3% | -2.2% |
| YTD | +15.5% | +52.7% | -37.2% | -6.0% |
| 1Y | +12.2% | +74.0% | -61.7% | -13.1% |
| 3Y | +87.0% | +104.8% | -17.8% | +22.3% |
| All | +50.4% | +33.9% | +16.5% | +1.1% |
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