-59.2%
AVTR vs LSCC
+50.4%
-109.5%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +10.4% | -9.3% | -1.0% |
| 7D | +0.5% | +14.5% | -14.0% | -2.4% |
| 30D | +1.5% | -0.1% | +1.6% | +0.8% |
| 3M | +14.2% | -2.7% | +16.9% | +13.3% |
| 6M | +97.4% | -4.8% | +102.2% | +93.3% |
| YTD | +37.3% | +66.9% | -29.6% | +14.8% |
| 1Y | +36.8% | +85.8% | -49.1% | +10.9% |
| 3Y | -15.2% | +115.6% | -130.8% | -38.5% |
| 5Y | -59.2% | +48.8% | -108.0% | -69.4% |
| All | -59.2% | +50.4% | -109.5% | -69.4% |
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