+52.8%
DUK vs LSCC
+26.3%
+26.4%
-24.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +7.1% | -8.9% | -1.6% |
| 7D | +0.3% | +13.0% | -12.7% | +0.7% |
| 30D | +10.6% | -19.8% | +30.5% | +10.2% |
| 3M | +4.0% | -18.4% | +22.4% | +3.7% |
| 6M | +3.6% | -16.1% | +19.7% | +3.4% |
| YTD | +11.9% | +42.7% | -30.9% | +12.9% |
| 1Y | +6.7% | +68.0% | -61.3% | +7.9% |
| 3Y | +59.4% | +85.8% | -26.4% | +61.3% |
| All | +52.8% | +26.3% | +26.4% | +50.3% |
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 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