+861.6%
ASX vs LSCC
+1,772.4%
-910.8%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.0% | -1.8% | -0.6% |
| 7D | -0.7% | +1.3% | -2.0% | -1.3% |
| 30D | +2.0% | -9.7% | +11.7% | +6.3% |
| 3M | -1.3% | -23.7% | +22.4% | +11.0% |
| 6M | +71.4% | +26.5% | +44.9% | +58.2% |
| YTD | +135.3% | +57.5% | +77.8% | +98.8% |
| 1Y | +267.5% | +75.7% | +191.8% | +196.2% |
| 3Y | +388.5% | +19.5% | +369.0% | +321.5% |
| 5Y | +417.1% | +83.8% | +333.3% | +264.0% |
| All | +861.6% | +1,772.4% | -910.8% | +289.9% |
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