+154.5%
EWT vs LSCC
+82.7%
+71.8%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.7% | +1.9% | +0.7% |
| 7D | +2.1% | +1.4% | +0.8% | +1.7% |
| 30D | +9.4% | -10.0% | +19.4% | +12.3% |
| 3M | +10.9% | -16.1% | +26.9% | +15.6% |
| 6M | +57.9% | +27.4% | +30.6% | +47.7% |
| YTD | +75.9% | +56.9% | +19.0% | +55.5% |
| 1Y | +89.7% | +74.6% | +15.1% | +62.5% |
| 3Y | +200.9% | +26.0% | +174.9% | +162.3% |
| 5Y | +154.5% | +86.1% | +68.4% | +77.0% |
| All | +154.5% | +82.7% | +71.8% | +77.0% |
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