+23.7%
JBL vs LSCC
+57.8%
-34.1%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | +1.3% | -6.1% | -5.5% |
| 7D | -11.1% | +3.0% | -14.1% | -12.8% |
| 30D | -14.1% | -19.3% | +5.2% | -4.9% |
| 3M | -23.9% | -22.3% | -1.7% | -14.7% |
| 6M | -24.1% | -14.6% | -9.5% | -19.1% |
| YTD | +13.5% | +45.8% | -32.3% | -4.6% |
| 1Y | +23.7% | +69.6% | -45.9% | -1.3% |
| All | +23.7% | +57.8% | -34.1% | -1.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling