+154.4%
BTI vs LSCC
+33.9%
+120.4%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -5.5% | +6.9% | +1.4% |
| 7D | +1.6% | +7.0% | -5.3% | +1.7% |
| 30D | +9.2% | -2.3% | +11.5% | +9.3% |
| 3M | +9.6% | -12.5% | +22.2% | +9.8% |
| 6M | -2.4% | -10.6% | +8.1% | -2.6% |
| YTD | +14.2% | +52.7% | -38.5% | +12.6% |
| 1Y | +20.3% | +74.0% | -53.7% | +18.2% |
| 3Y | +147.4% | +104.8% | +42.6% | +138.0% |
| All | +154.4% | +33.9% | +120.4% | +133.0% |
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