+17.1%
COST vs LSCC
+73.4%
-56.3%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +8.4% | -7.2% | +1.8% |
| 7D | +2.5% | +19.3% | -16.9% | +4.0% |
| 30D | +12.8% | -9.6% | +22.4% | +12.4% |
| 3M | +12.7% | -12.4% | +25.1% | +12.3% |
| 6M | +6.0% | -10.5% | +16.5% | +6.0% |
| YTD | +24.4% | +54.8% | -30.4% | +23.8% |
| All | +17.1% | +73.4% | -56.3% | +16.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling