+147.5%
HLT vs LSCC
+82.7%
+64.8%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.7% | +2.6% | +1.2% |
| 7D | -1.5% | +1.4% | -2.8% | -1.8% |
| 30D | -1.2% | -10.0% | +8.8% | +0.7% |
| 3M | -10.3% | -16.1% | +5.7% | -8.3% |
| 6M | +1.3% | +27.4% | -26.1% | -7.0% |
| YTD | +7.0% | +56.9% | -49.9% | -7.1% |
| 1Y | +11.9% | +74.6% | -62.7% | -6.3% |
| 3Y | +100.7% | +26.0% | +74.7% | +73.3% |
| 5Y | +147.5% | +86.1% | +61.4% | +72.0% |
| All | +147.5% | +82.7% | +64.8% | +72.0% |
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