+69.7%
APA vs LSCC
+18.7%
+51.0%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -8.6% | +6.3% | -0.5% |
| 7D | -15.6% | -4.8% | -10.8% | -15.1% |
| 30D | -0.9% | -27.1% | +26.2% | +5.0% |
| 3M | +26.1% | -23.6% | +49.7% | +31.4% |
| 6M | +6.1% | -19.8% | +25.9% | +6.5% |
| YTD | +82.8% | +33.2% | +49.6% | +55.3% |
| 1Y | +106.5% | +55.2% | +51.2% | +67.2% |
| 3Y | +21.9% | +70.1% | -48.2% | -11.0% |
| 5Y | +69.7% | +19.5% | +50.1% | +36.6% |
| All | +69.7% | +18.7% | +51.0% | +36.6% |
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