+38.3%
BN vs LSCC
+82.7%
-44.4%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.0% | -2.3% | -0.8% |
| 7D | -2.5% | +1.3% | -3.8% | -2.8% |
| 30D | -9.5% | -9.7% | +0.2% | -7.2% |
| 3M | -10.4% | -23.7% | +13.3% | -5.3% |
| 6M | -6.4% | +26.5% | -32.8% | -15.8% |
| YTD | -11.9% | +57.5% | -69.4% | -26.7% |
| 1Y | -8.6% | +75.7% | -84.3% | -27.2% |
| 3Y | +77.6% | +19.5% | +58.1% | +48.3% |
| All | +38.3% | +82.7% | -44.4% | -12.6% |
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