-60.3%
AVTR vs LSCC
+26.3%
-86.7%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +7.1% | -5.0% | +0.8% |
| 7D | -3.6% | +13.0% | -16.6% | -6.1% |
| 30D | +0.8% | -19.8% | +20.6% | +4.7% |
| 3M | +17.4% | -18.4% | +35.8% | +20.8% |
| 6M | +83.5% | -16.1% | +99.6% | +84.2% |
| YTD | +35.0% | +42.7% | -7.7% | +16.6% |
| 1Y | +36.7% | +68.0% | -31.3% | +12.8% |
| 3Y | -15.3% | +85.8% | -101.2% | -36.7% |
| All | -60.3% | +26.3% | -86.7% | -69.2% |
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