+195.3%
EQT vs LSCC
+82.7%
+112.5%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.7% | +0.8% | -0.7% |
| 7D | -2.0% | +1.4% | -3.4% | -2.2% |
| 30D | +1.0% | -10.0% | +11.0% | +2.3% |
| 3M | +4.0% | -16.1% | +20.1% | +5.6% |
| 6M | -11.7% | +27.4% | -39.1% | -16.6% |
| YTD | +2.8% | +56.9% | -54.1% | -6.8% |
| 1Y | +10.0% | +74.6% | -64.6% | -2.6% |
| 3Y | +34.1% | +26.0% | +8.2% | +20.6% |
| 5Y | +195.3% | +86.1% | +109.1% | +131.2% |
| All | +195.3% | +82.7% | +112.5% | +131.2% |
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