+12.5%
CVS vs LSCC
+47.5%
-35.0%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +10.4% | -9.8% | +0.1% |
| 7D | +12.0% | +14.5% | -2.5% | +11.1% |
| 30D | +2.8% | -0.1% | +2.8% | +2.5% |
| 3M | -3.6% | -2.7% | -0.9% | -3.8% |
| 6M | -1.6% | -4.8% | +3.2% | -2.2% |
| YTD | +16.3% | +66.9% | -50.6% | +11.3% |
| 1Y | +15.5% | +85.8% | -70.3% | +9.8% |
| 3Y | +48.1% | +115.6% | -67.5% | +36.2% |
| All | +12.5% | +47.5% | -35.0% | +1.5% |
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