+899.1%
AU vs LSCC
+1,498.6%
-599.5%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +10.4% | -12.3% | -3.4% |
| 7D | +4.7% | +14.5% | -9.8% | +2.6% |
| 30D | -1.5% | -0.1% | -1.5% | -1.9% |
| 3M | -5.0% | -2.7% | -2.3% | -5.2% |
| 6M | -13.5% | -4.8% | -8.7% | -13.8% |
| YTD | +11.7% | +66.9% | -55.1% | +4.5% |
| 1Y | +21.3% | +85.8% | -64.5% | +12.3% |
| 3Y | +545.0% | +115.6% | +429.4% | +473.7% |
| 5Y | +412.0% | +48.8% | +363.1% | +353.1% |
| 10Y | +899.1% | +1,490.3% | -591.2% | +692.8% |
| All | +899.1% | +1,498.6% | -599.5% | +692.8% |
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