+1,076.1%
BE vs LSCC
+82.7%
+993.4%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +2.0% | +5.4% | +6.1% |
| 7D | +20.0% | +1.3% | +18.7% | +18.9% |
| 30D | +7.9% | -9.7% | +17.6% | +15.1% |
| 3M | -13.2% | -23.7% | +10.5% | +4.9% |
| 6M | +53.5% | +26.5% | +27.0% | +39.2% |
| YTD | +191.0% | +57.5% | +133.5% | +132.0% |
| 1Y | +360.5% | +75.7% | +284.8% | +251.1% |
| 3Y | +1,568.0% | +19.5% | +1,548.5% | +1,360.2% |
| All | +1,076.1% | +82.7% | +993.4% | +559.0% |
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