+32,261.4%
JBL vs LSCC
+2,700.5%
+29,560.9%
-94.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +7.1% | -6.0% | -1.6% |
| 7D | -12.3% | +13.0% | -25.3% | -16.6% |
| 30D | -20.2% | -19.8% | -0.3% | -13.5% |
| 3M | -30.6% | -18.4% | -12.2% | -25.5% |
| 6M | -35.8% | -16.1% | -19.6% | -32.2% |
| YTD | +4.9% | +42.7% | -37.8% | -10.8% |
| 1Y | +11.3% | +68.0% | -56.7% | -11.4% |
| 3Y | +89.1% | +85.8% | +3.3% | +33.5% |
| 5Y | +272.1% | +28.0% | +244.0% | +181.6% |
| 10Y | +1,150.2% | +1,255.1% | -104.9% | +238.5% |
| All | +32,261.4% | +2,700.5% | +29,560.9% | +5,947.8% |
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