+717.6%
AU vs LSCC
+1,833.8%
-1,116.3%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.7% | +2.4% | +0.9% |
| 7D | +0.6% | +1.4% | -0.7% | +0.5% |
| 30D | +12.3% | -10.0% | +22.3% | +13.7% |
| 3M | +29.4% | -16.1% | +45.4% | +31.5% |
| 6M | +3.2% | +27.4% | -24.2% | -0.1% |
| YTD | +31.8% | +56.9% | -25.1% | +24.9% |
| 1Y | +83.4% | +74.6% | +8.8% | +71.8% |
| 3Y | +623.1% | +26.0% | +597.1% | +575.5% |
| 5Y | +700.5% | +86.1% | +614.4% | +605.6% |
| 10Y | +717.6% | +1,830.6% | -1,113.0% | +544.5% |
| All | +717.6% | +1,833.8% | -1,116.3% | +544.5% |
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 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