+322.5%
BLK vs LSCC
+1,498.6%
-1,176.1%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +10.4% | -10.0% | -2.1% |
| 7D | +0.2% | +14.5% | -14.3% | -3.2% |
| 30D | +13.1% | -0.1% | +13.2% | +12.1% |
| 3M | +7.3% | -2.7% | +9.9% | +6.4% |
| 6M | +14.6% | -4.8% | +19.4% | +12.1% |
| YTD | +16.5% | +66.9% | -50.4% | -2.7% |
| 1Y | +15.4% | +85.8% | -70.5% | -6.3% |
| 3Y | +97.2% | +115.6% | -18.4% | +43.2% |
| 5Y | +43.4% | +48.8% | -5.4% | +7.3% |
| 10Y | +322.5% | +1,490.3% | -1,167.8% | +74.5% |
| All | +322.5% | +1,498.6% | -1,176.1% | +74.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling