+657.1%
HCA vs LSCC
+1,333.6%
-676.6%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.3% | +2.2% | +0.2% |
| 7D | +9.0% | +5.0% | +3.9% | +8.1% |
| 30D | +11.8% | -11.7% | +23.6% | +13.2% |
| 3M | +22.1% | -13.3% | +35.4% | +23.4% |
| 6M | +16.4% | -12.5% | +28.9% | +15.5% |
| YTD | +8.6% | +51.2% | -42.6% | -2.7% |
| 1Y | +10.6% | +65.9% | -55.3% | -2.7% |
| 3Y | +121.7% | +95.3% | +26.3% | +78.0% |
| 5Y | +114.5% | +38.6% | +75.8% | +74.8% |
| 10Y | +657.1% | +1,352.3% | -695.3% | +277.2% |
| All | +657.1% | +1,333.6% | -676.6% | +277.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling