+39.6%
DUK vs LSCC
+85.6%
-46.1%
-24.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.4% | -0.5% | +0.9% |
| 7D | +0.7% | +5.2% | -4.5% | +0.8% |
| 30D | -2.0% | -9.6% | +7.6% | -2.2% |
| 3M | +0.2% | -17.8% | +18.0% | -0.1% |
| 6M | -6.9% | +37.4% | -44.3% | -6.2% |
| YTD | +6.1% | +59.7% | -53.5% | +7.2% |
| 1Y | +4.4% | +76.2% | -71.8% | +5.7% |
| 3Y | +49.1% | +28.2% | +20.9% | +52.7% |
| 5Y | +39.6% | +87.2% | -47.6% | +38.0% |
| All | +39.6% | +85.6% | -46.1% | +38.0% |
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 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