+3.0%
DUK vs LSCC
+72.9%
-69.9%
-10.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +2.0% | -3.0% | -0.9% |
| 7D | 0.0% | +1.3% | -1.3% | +0.1% |
| 30D | -1.7% | -9.7% | +8.0% | -2.2% |
| 3M | -0.4% | -23.7% | +23.3% | -1.4% |
| 6M | -7.2% | +26.5% | -33.7% | -5.9% |
| YTD | +5.3% | +57.5% | -52.3% | +9.1% |
| 1Y | +3.0% | +75.7% | -72.7% | +8.3% |
| All | +3.0% | +72.9% | -69.9% | +8.3% |
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