+208.4%
DHR vs LSCC
+1,791.9%
-1,583.6%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.4% | -2.5% | -1.4% |
| 7D | -0.8% | +5.2% | -6.0% | -1.7% |
| 30D | +0.2% | -9.6% | +9.9% | +1.8% |
| 3M | +12.1% | -17.8% | +29.8% | +14.3% |
| 6M | +5.4% | +37.4% | -32.0% | -3.5% |
| YTD | -10.0% | +59.7% | -69.6% | -20.4% |
| 1Y | +4.1% | +76.2% | -72.1% | -10.3% |
| 3Y | -5.2% | +28.2% | -33.4% | -17.6% |
| 5Y | -28.2% | +87.2% | -115.4% | -44.8% |
| 10Y | +208.4% | +1,795.0% | -1,586.6% | +62.0% |
| All | +208.4% | +1,791.9% | -1,583.6% | +62.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling