-22.2%
HDB vs LSCC
+40.9%
-63.2%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.3% | +3.0% | +0.9% |
| 7D | +12.7% | +5.0% | +7.7% | +11.9% |
| 30D | +16.6% | -11.7% | +28.3% | +17.9% |
| 3M | +10.8% | -13.3% | +24.1% | +11.9% |
| 6M | +3.8% | -12.5% | +16.4% | +3.9% |
| YTD | -28.9% | +51.2% | -80.1% | -34.3% |
| 1Y | -28.0% | +65.9% | -93.9% | -34.3% |
| 3Y | -7.2% | +95.3% | -102.5% | -21.9% |
| 5Y | -22.2% | +38.6% | -60.9% | -36.6% |
| All | -22.2% | +40.9% | -63.2% | -36.6% |
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 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