+2,541.1%
DUK vs LSCC
+10,808.2%
-8,267.1%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +2.0% | -3.0% | -1.1% |
| 7D | 0.0% | +1.3% | -1.3% | -0.1% |
| 30D | -1.7% | -9.7% | +8.0% | -1.3% |
| 3M | -0.4% | -23.7% | +23.3% | +0.4% |
| 6M | -7.2% | +26.5% | -33.7% | -8.8% |
| YTD | +5.3% | +57.5% | -52.3% | +2.2% |
| 1Y | +3.0% | +75.7% | -72.7% | -0.7% |
| 3Y | +53.1% | +19.5% | +33.6% | +48.1% |
| 5Y | +37.9% | +83.8% | -45.8% | +28.3% |
| 10Y | +124.8% | +1,772.4% | -1,647.5% | +80.2% |
| All | +2,541.1% | +10,808.2% | -8,267.1% | +1,660.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling