-26.7%
CLX vs LSCC
+18.7%
-45.4%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -8.6% | +9.1% | +0.7% |
| 7D | +12.4% | -4.8% | +17.3% | +12.5% |
| 30D | +21.1% | -27.1% | +48.2% | +21.8% |
| 3M | -3.3% | -23.6% | +20.3% | -2.9% |
| 6M | +18.8% | -19.8% | +38.6% | +18.7% |
| YTD | +3.9% | +33.2% | -29.3% | +2.4% |
| 1Y | -3.8% | +55.2% | -59.0% | -5.5% |
| 3Y | -10.5% | +70.1% | -80.6% | -13.0% |
| 5Y | -26.7% | +19.5% | -46.2% | -33.5% |
| All | -26.7% | +18.7% | -45.4% | -33.5% |
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