+43.8%
BLK vs LSCC
+40.9%
+2.9%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.3% | +2.9% | +1.1% |
| 7D | +5.2% | +5.0% | +0.2% | +4.0% |
| 30D | +12.9% | -11.7% | +24.7% | +15.3% |
| 3M | +8.6% | -13.3% | +21.9% | +10.7% |
| 6M | +13.9% | -12.5% | +26.4% | +13.6% |
| YTD | +16.1% | +51.2% | -35.1% | -0.4% |
| 1Y | +15.3% | +65.9% | -50.6% | -3.5% |
| 3Y | +96.5% | +95.3% | +1.1% | +45.5% |
| 5Y | +43.8% | +38.6% | +5.2% | +3.4% |
| All | +43.8% | +40.9% | +2.9% | +3.4% |
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