+1,055.1%
ASX vs LSCC
+1,486.2%
-431.1%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +10.4% | -3.8% | +2.1% |
| 7D | +0.8% | +14.5% | -13.6% | -4.2% |
| 30D | -20.4% | -0.1% | -20.4% | -19.9% |
| 3M | -2.1% | -2.7% | +0.5% | -0.6% |
| 6M | +8.2% | -4.8% | +13.0% | +12.2% |
| YTD | +137.3% | +66.9% | +70.4% | +95.9% |
| 1Y | +155.0% | +85.8% | +69.2% | +101.4% |
| 3Y | +397.9% | +115.6% | +282.4% | +246.7% |
| 5Y | +529.2% | +48.8% | +480.4% | +369.1% |
| All | +1,055.1% | +1,486.2% | -431.1% | +333.0% |
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