+516.7%
CAH vs LSCC
+33.9%
+482.8%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -5.5% | +6.5% | +1.2% |
| 7D | +3.5% | +7.0% | -3.5% | +3.3% |
| 30D | +13.5% | -2.3% | +15.8% | +13.4% |
| 3M | +21.8% | -12.5% | +34.4% | +22.0% |
| 6M | +51.5% | -10.6% | +62.1% | +51.1% |
| YTD | +38.1% | +52.7% | -14.6% | +34.6% |
| 1Y | +37.7% | +74.0% | -36.3% | +33.6% |
| 3Y | +179.6% | +104.8% | +74.8% | +163.7% |
| All | +516.7% | +33.9% | +482.8% | +475.7% |
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 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