+69.8%
APA vs LSCC
+26.3%
+43.5%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +7.1% | -4.5% | +1.2% |
| 7D | -15.5% | +13.0% | -28.5% | -17.9% |
| 30D | +2.4% | -19.8% | +22.2% | +6.4% |
| 3M | +22.8% | -18.4% | +41.2% | +26.2% |
| 6M | +17.9% | -16.1% | +34.1% | +17.6% |
| YTD | +87.7% | +42.7% | +45.0% | +57.1% |
| 1Y | +94.2% | +68.0% | +26.2% | +54.6% |
| 3Y | +27.2% | +85.8% | -58.6% | -8.9% |
| All | +69.8% | +26.3% | +43.5% | +36.5% |
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