+414.3%
ASX vs LSCC
+18.7%
+395.6%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.8% | -8.6% | -12.2% | -16.4% |
| 7D | -33.3% | -4.8% | -28.5% | -31.2% |
| 30D | -36.5% | -27.1% | -9.4% | -25.2% |
| 3M | -19.2% | -23.6% | +4.4% | -7.3% |
| 6M | -10.2% | -19.8% | +9.6% | +2.0% |
| YTD | +86.5% | +33.2% | +53.2% | +67.2% |
| 1Y | +89.6% | +55.2% | +34.4% | +58.3% |
| 3Y | +298.6% | +70.1% | +228.5% | +191.2% |
| 5Y | +414.3% | +19.5% | +394.7% | +291.9% |
| All | +414.3% | +18.7% | +395.6% | +291.9% |
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 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