+69.6%
BTI vs LSCC
+1,791.9%
-1,722.3%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.4% | -1.7% | -0.4% |
| 7D | -1.4% | +5.2% | -6.6% | -1.7% |
| 30D | -7.0% | -9.6% | +2.6% | -6.5% |
| 3M | -6.3% | -17.8% | +11.5% | -5.6% |
| 6M | -2.0% | +37.4% | -39.4% | -5.2% |
| YTD | +0.2% | +59.7% | -59.5% | -4.4% |
| 1Y | +3.8% | +76.2% | -72.4% | -2.0% |
| 3Y | +112.1% | +28.2% | +83.9% | +101.7% |
| 5Y | +113.6% | +87.2% | +26.4% | +86.7% |
| 10Y | +69.6% | +1,795.0% | -1,725.4% | +6.7% |
| All | +69.6% | +1,791.9% | -1,722.3% | +6.7% |
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