+147.4%
BTI vs LSCC
+99.6%
+47.8%
-19.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -5.5% | +6.9% | +1.1% |
| 7D | +1.6% | +7.0% | -5.3% | +2.0% |
| 30D | +9.2% | -2.3% | +11.5% | +9.5% |
| 3M | +9.6% | -12.5% | +22.2% | +9.6% |
| 6M | -2.4% | -10.6% | +8.1% | -2.5% |
| YTD | +14.2% | +52.7% | -38.5% | +15.2% |
| 1Y | +20.3% | +74.0% | -53.7% | +21.7% |
| 3Y | +147.4% | +104.8% | +42.6% | +136.5% |
| All | +147.4% | +99.6% | +47.8% | +136.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling