+748.4%
ASX vs LSCC
+1,244.7%
-496.3%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +7.1% | -0.7% | +3.3% |
| 7D | -19.9% | +13.0% | -32.9% | -23.7% |
| 30D | -30.9% | -19.8% | -11.1% | -23.5% |
| 3M | -15.1% | -18.4% | +3.3% | -6.9% |
| 6M | -6.5% | -16.1% | +9.6% | +2.5% |
| YTD | +98.4% | +42.7% | +55.7% | +75.3% |
| 1Y | +107.9% | +68.0% | +39.9% | +71.9% |
| 3Y | +325.3% | +85.8% | +239.4% | +215.9% |
| 5Y | +447.3% | +28.0% | +419.3% | +336.0% |
| All | +748.4% | +1,244.7% | -496.3% | +227.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling