+197.6%
JCI vs LSCC
+118.1%
+79.5%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +10.4% | -7.9% | -0.2% |
| 7D | +2.9% | +14.5% | -11.6% | -0.7% |
| 30D | -6.9% | -0.1% | -6.9% | -7.5% |
| 3M | -6.3% | -2.7% | -3.6% | -6.4% |
| 6M | +2.6% | -4.8% | +7.4% | +2.0% |
| YTD | +21.8% | +66.9% | -45.0% | +6.2% |
| 1Y | +19.6% | +85.8% | -66.2% | +1.8% |
| All | +197.6% | +118.1% | +79.5% | +127.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling