+58.1%
HDB vs LSCC
+1,244.7%
-1,186.6%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +7.1% | -5.3% | +0.7% |
| 7D | +13.3% | +13.0% | +0.4% | +11.1% |
| 30D | +13.6% | -19.8% | +33.4% | +16.8% |
| 3M | +5.8% | -18.4% | +24.2% | +8.1% |
| 6M | -1.9% | -16.1% | +14.2% | -1.3% |
| YTD | -31.2% | +42.7% | -73.9% | -37.1% |
| 1Y | -29.6% | +68.0% | -97.6% | -37.4% |
| 3Y | -10.1% | +85.8% | -95.9% | -26.2% |
| 5Y | -24.3% | +28.0% | -52.4% | -36.8% |
| All | +58.1% | +1,244.7% | -1,186.6% | -15.6% |
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