+99.2%
DE vs LSCC
+82.7%
+16.5%
-33.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.0% | -2.1% | -0.5% |
| 7D | +10.0% | +1.3% | +8.7% | +9.8% |
| 30D | +13.3% | -9.7% | +23.0% | +15.2% |
| 3M | +17.5% | -23.7% | +41.2% | +21.9% |
| 6M | +13.6% | +26.5% | -12.9% | +7.1% |
| YTD | +49.8% | +57.5% | -7.7% | +35.2% |
| 1Y | +47.9% | +75.7% | -27.8% | +29.9% |
| 3Y | +72.5% | +19.5% | +53.1% | +54.5% |
| All | +99.2% | +82.7% | +16.5% | +51.6% |
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