-35.7%
HDB vs LSCC
+82.7%
-118.5%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.0% | -2.4% | -0.7% |
| 7D | +0.4% | +1.3% | -0.9% | +0.3% |
| 30D | -2.8% | -9.7% | +6.9% | -1.7% |
| 3M | -3.5% | -23.7% | +20.2% | -1.0% |
| 6M | -24.7% | +26.5% | -51.2% | -28.0% |
| YTD | -36.6% | +57.5% | -94.1% | -41.3% |
| 1Y | -34.4% | +75.7% | -110.1% | -40.5% |
| 3Y | -24.4% | +19.5% | -43.9% | -28.9% |
| All | -35.7% | +82.7% | -118.5% | -51.2% |
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 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