+346.1%
CCJ vs LSCC
+82.7%
+263.4%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.0% | -1.9% | -0.5% |
| 7D | +0.7% | +1.3% | -0.6% | +0.3% |
| 30D | +6.9% | -9.7% | +16.5% | +10.2% |
| 3M | -11.6% | -23.7% | +12.1% | -4.8% |
| 6M | -16.2% | +26.5% | -42.7% | -23.2% |
| YTD | +10.1% | +57.5% | -47.4% | -6.0% |
| 1Y | +32.3% | +75.7% | -43.4% | +8.7% |
| 3Y | +171.3% | +19.5% | +151.8% | +137.0% |
| All | +346.1% | +82.7% | +263.4% | +202.2% |
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