+48.3%
FITB vs LSCC
+50.4%
-2.1%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +10.4% | -10.0% | -1.7% |
| 7D | -0.6% | +14.5% | -15.1% | -3.5% |
| 30D | +7.0% | -0.1% | +7.1% | +6.3% |
| 3M | -4.8% | -2.7% | -2.1% | -5.4% |
| 6M | +13.5% | -4.8% | +18.3% | +11.4% |
| YTD | +19.1% | +66.9% | -47.8% | +1.3% |
| 1Y | +30.8% | +85.8% | -55.1% | +8.3% |
| 3Y | +141.6% | +115.6% | +26.1% | +81.0% |
| 5Y | +48.3% | +48.8% | -0.5% | +11.0% |
| All | +48.3% | +50.4% | -2.1% | +11.0% |
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