+314.3%
ATI vs LSCC
+81.4%
+232.9%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +7.1% | -2.7% | +2.1% |
| 7D | +6.2% | +13.0% | -6.8% | +2.0% |
| 30D | -7.1% | -19.8% | +12.7% | -0.7% |
| 3M | -21.3% | -18.4% | -2.9% | -16.8% |
| 6M | +6.5% | -16.1% | +22.6% | +10.1% |
| YTD | +53.2% | +42.7% | +10.5% | +33.7% |
| 1Y | +82.7% | +68.0% | +14.7% | +51.7% |
| 3Y | +314.3% | +85.8% | +228.5% | +200.5% |
| All | +314.3% | +81.4% | +232.9% | +200.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling