+79.0%
FDX vs LSCC
+18.7%
+60.3%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -8.6% | +4.8% | -2.1% |
| 7D | +2.9% | -4.8% | +7.7% | +3.7% |
| 30D | +9.6% | -27.1% | +36.7% | +16.3% |
| 3M | +2.4% | -23.6% | +26.0% | +6.9% |
| 6M | +9.2% | -19.8% | +29.0% | +11.1% |
| YTD | +37.7% | +33.2% | +4.5% | +22.6% |
| 1Y | +56.1% | +55.2% | +0.9% | +33.5% |
| 3Y | +68.9% | +70.1% | -1.2% | +32.1% |
| 5Y | +79.0% | +19.5% | +59.4% | +36.7% |
| All | +79.0% | +18.7% | +60.3% | +36.7% |
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