+5.7%
FERG vs LSCC
+83.9%
-78.2%
-19.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +10.4% | -8.4% | +0.1% |
| 7D | +6.4% | +14.5% | -8.0% | +3.9% |
| 30D | +19.9% | -0.1% | +20.0% | +19.3% |
| 3M | +5.6% | -2.7% | +8.2% | +5.1% |
| 6M | +9.2% | -4.8% | +14.0% | +7.2% |
| YTD | +20.6% | +66.9% | -46.2% | +1.9% |
| 1Y | +5.7% | +85.8% | -80.2% | -14.2% |
| All | +5.7% | +83.9% | -78.2% | -14.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling