+115.2%
BTI vs LSCC
+82.7%
+32.5%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +2.0% | -3.1% | -1.1% |
| 7D | -1.4% | +1.3% | -2.7% | -1.4% |
| 30D | -6.6% | -9.7% | +3.1% | -6.6% |
| 3M | -3.0% | -23.7% | +20.7% | -2.8% |
| 6M | -6.7% | +26.5% | -33.2% | -7.6% |
| YTD | +0.6% | +57.5% | -57.0% | -0.9% |
| 1Y | +5.6% | +75.7% | -70.1% | +3.8% |
| 3Y | +110.3% | +19.5% | +90.9% | +109.7% |
| All | +115.2% | +82.7% | +32.5% | +95.5% |
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 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