+415.3%
ASX vs LSCC
+26.3%
+389.0%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +7.1% | -0.7% | +2.8% |
| 7D | -19.9% | +13.0% | -32.9% | -24.4% |
| 30D | -30.9% | -19.8% | -11.1% | -22.4% |
| 3M | -15.1% | -18.4% | +3.3% | -5.7% |
| 6M | -6.5% | -16.1% | +9.6% | +3.8% |
| YTD | +98.4% | +42.7% | +55.7% | +72.0% |
| 1Y | +107.9% | +68.0% | +39.9% | +66.9% |
| 3Y | +325.3% | +85.8% | +239.4% | +197.7% |
| All | +415.3% | +26.3% | +389.0% | +281.5% |
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