+261.6%
APP vs LSCC
+18.7%
+242.9%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +31.0% | -8.6% | +39.6% | +34.7% |
| 7D | +39.7% | -4.8% | +44.5% | +41.3% |
| 30D | +27.7% | -27.1% | +54.8% | +44.3% |
| 3M | -14.8% | -23.6% | +8.8% | -7.1% |
| 6M | -25.5% | -19.8% | -5.7% | -23.9% |
| YTD | -47.2% | +33.2% | -80.4% | -60.0% |
| 1Y | -42.3% | +55.2% | -97.5% | -59.7% |
| 3Y | +806.8% | +70.1% | +736.7% | +413.7% |
| 5Y | +261.6% | +19.5% | +242.1% | +123.2% |
| All | +261.6% | +18.7% | +242.9% | +123.2% |
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