+98.7%
DE vs LSCC
+26.3%
+72.3%
-33.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +7.1% | -5.9% | +0.1% |
| 7D | -0.6% | +13.0% | -13.5% | -2.7% |
| 30D | +2.3% | -19.8% | +22.1% | +5.4% |
| 3M | +9.5% | -18.4% | +27.9% | +12.2% |
| 6M | +14.1% | -16.1% | +30.2% | +15.0% |
| YTD | +45.4% | +42.7% | +2.7% | +32.3% |
| 1Y | +42.9% | +68.0% | -25.1% | +26.0% |
| 3Y | +84.8% | +85.8% | -1.0% | +52.0% |
| All | +98.7% | +26.3% | +72.3% | +60.7% |
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