+50.0%
DOW vs LSCC
+72.6%
-22.6%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -5.5% | +5.1% | -0.5% |
| 7D | +5.2% | +7.0% | -1.8% | +5.6% |
| 30D | +13.2% | -2.3% | +15.5% | +13.5% |
| 3M | +10.1% | -12.5% | +22.6% | +10.4% |
| 6M | -13.1% | -10.6% | -2.5% | -12.7% |
| YTD | +46.1% | +52.7% | -6.6% | +28.5% |
| 1Y | +50.0% | +74.0% | -23.9% | +23.7% |
| All | +50.0% | +72.6% | -22.6% | +23.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling