+794.6%
HLT vs LSCC
+2,080.7%
-1,286.1%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -3.2% | +2.1% | -0.5% |
| 7D | +0.8% | +21.2% | -20.4% | -3.3% |
| 30D | +13.1% | -1.9% | +15.0% | +12.5% |
| 3M | +15.6% | -8.1% | +23.7% | +15.9% |
| 6M | +19.0% | -5.2% | +24.2% | +16.3% |
| YTD | +29.9% | +61.5% | -31.6% | +11.3% |
| 1Y | +35.9% | +81.3% | -45.4% | +13.2% |
| 3Y | +132.1% | +108.7% | +23.4% | +75.4% |
| 5Y | +163.4% | +44.1% | +119.3% | +105.6% |
| 10Y | +696.7% | +1,439.5% | -742.9% | +262.7% |
| All | +794.6% | +2,080.7% | -1,286.1% | +266.7% |
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