+461.4%
BE vs LSCC
+40.9%
+420.4%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -2.3% | -2.0% | -2.9% |
| 7D | -13.4% | +5.0% | -18.4% | -15.5% |
| 30D | -33.9% | -11.7% | -22.2% | -27.8% |
| 3M | -12.0% | -13.3% | +1.3% | -2.5% |
| 6M | -29.0% | -12.5% | -16.4% | -19.6% |
| YTD | +113.4% | +51.2% | +62.2% | +76.6% |
| 1Y | +33.2% | +65.9% | -32.7% | +5.8% |
| 3Y | +1,659.2% | +95.3% | +1,563.9% | +1,033.5% |
| 5Y | +461.4% | +38.6% | +422.8% | +269.0% |
| All | +461.4% | +40.9% | +420.4% | +269.0% |
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 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