+2,094.4%
HCA vs LSCC
+1,663.1%
+431.4%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.3% | +2.2% | +0.3% |
| 7D | +9.0% | +5.0% | +3.9% | +8.0% |
| 30D | +11.8% | -11.7% | +23.6% | +13.3% |
| 3M | +22.1% | -13.3% | +35.4% | +23.5% |
| 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% | +78.7% |
| 5Y | +114.5% | +38.6% | +75.8% | +76.0% |
| 10Y | +657.1% | +1,352.3% | -695.3% | +283.4% |
| All | +2,094.4% | +1,663.1% | +431.4% | +903.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling