+6,139.1%
BDX vs LSCC
+9,784.2%
-3,645.1%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +7.1% | -7.9% | -1.3% |
| 7D | +7.1% | +13.0% | -5.9% | +6.1% |
| 30D | +17.6% | -19.8% | +37.4% | +19.1% |
| 3M | +20.4% | -18.4% | +38.8% | +21.5% |
| 6M | +48.3% | -16.1% | +64.4% | +48.3% |
| YTD | +41.6% | +42.7% | -1.2% | +35.7% |
| 1Y | +55.7% | +68.0% | -12.3% | +47.4% |
| 3Y | +10.6% | +85.8% | -75.2% | +1.9% |
| 5Y | +24.0% | +28.0% | -4.0% | +14.8% |
| 10Y | +84.8% | +1,255.1% | -1,170.3% | +40.2% |
| All | +6,139.1% | +9,784.2% | -3,645.1% | +3,354.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling