+113.9%
BTI vs LSCC
+1,398.6%
-1,284.7%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +8.4% | -9.8% | -1.7% |
| 7D | -2.9% | +19.3% | -22.3% | -3.9% |
| 30D | +8.3% | -9.6% | +17.9% | +8.7% |
| 3M | +2.9% | -12.4% | +15.3% | +3.3% |
| 6M | +6.2% | -10.5% | +16.7% | +5.7% |
| YTD | +10.9% | +54.8% | -43.9% | +5.6% |
| 1Y | +16.6% | +79.4% | -62.8% | +9.7% |
| 3Y | +142.2% | +109.6% | +32.7% | +117.7% |
| 5Y | +151.3% | +40.4% | +110.9% | +127.3% |
| 10Y | +113.9% | +1,379.1% | -1,265.2% | +35.3% |
| All | +113.9% | +1,398.6% | -1,284.7% | +35.3% |
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