+413.1%
CAH vs LSCC
+82.7%
+330.4%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.0% | -2.6% | -0.6% |
| 7D | +5.4% | +1.3% | +4.1% | +5.3% |
| 30D | +3.3% | -9.7% | +13.0% | +3.6% |
| 3M | +22.8% | -23.7% | +46.5% | +23.5% |
| 6M | +11.3% | +26.5% | -15.2% | +9.5% |
| YTD | +21.1% | +57.5% | -36.4% | +18.2% |
| 1Y | +67.2% | +75.7% | -8.4% | +62.2% |
| 3Y | +195.6% | +19.5% | +176.2% | +189.8% |
| All | +413.1% | +82.7% | +330.4% | +356.2% |
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