+22.8%
JBL vs LSCC
+83.9%
-61.1%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +10.4% | -6.7% | -1.5% |
| 7D | +0.1% | +14.5% | -14.3% | -6.6% |
| 30D | -17.0% | -0.1% | -17.0% | -17.6% |
| 3M | -27.4% | -2.7% | -24.7% | -27.2% |
| 6M | -29.1% | -4.8% | -24.3% | -28.8% |
| YTD | +13.6% | +66.9% | -53.2% | -10.4% |
| 1Y | +22.8% | +85.8% | -63.1% | -4.6% |
| All | +22.8% | +83.9% | -61.1% | -4.6% |
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 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