+49.1%
BAX vs LSCC
+73.4%
-24.4%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +8.4% | -6.0% | +1.3% |
| 7D | +9.0% | +19.3% | -10.3% | +6.6% |
| 30D | +8.5% | -9.6% | +18.1% | +9.3% |
| 3M | -4.1% | -12.4% | +8.3% | -3.2% |
| 6M | +46.9% | -10.5% | +57.4% | +42.8% |
| YTD | +38.4% | +54.8% | -16.4% | +18.1% |
| All | +49.1% | +73.4% | -24.4% | +23.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling