+13.1%
D vs LSCC
+40.9%
-27.8%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.3% | +2.5% | +0.2% |
| 7D | +2.4% | +5.0% | -2.7% | +2.4% |
| 30D | +10.9% | -11.7% | +22.7% | +11.1% |
| 3M | +2.8% | -13.3% | +16.1% | +3.0% |
| 6M | +12.7% | -12.5% | +25.2% | +12.7% |
| YTD | +20.3% | +51.2% | -30.9% | +19.4% |
| 1Y | +17.1% | +65.9% | -48.8% | +16.0% |
| 3Y | +75.1% | +95.3% | -20.2% | +71.3% |
| 5Y | +13.1% | +38.6% | -25.5% | +10.1% |
| All | +13.1% | +40.9% | -27.8% | +10.1% |
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