+966.7%
ATI vs LSCC
+50.4%
+916.4%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +10.4% | -7.7% | -0.5% |
| 7D | +4.7% | +14.5% | -9.8% | +0.3% |
| 30D | -0.2% | -0.1% | -0.2% | -0.7% |
| 3M | -18.5% | -2.7% | -15.8% | -18.6% |
| 6M | +16.4% | -4.8% | +21.2% | +15.5% |
| YTD | +63.4% | +66.9% | -3.4% | +36.7% |
| 1Y | +91.5% | +85.8% | +5.7% | +55.1% |
| 3Y | +329.2% | +115.6% | +213.7% | +209.3% |
| 5Y | +966.7% | +48.8% | +917.9% | +667.4% |
| All | +966.7% | +50.4% | +916.4% | +667.4% |
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