+51.2%
JNJ vs LSCC
+57.8%
-6.6%
-11.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +1.3% | +2.6% | +3.9% |
| 7D | +1.9% | +3.0% | -1.0% | +2.3% |
| 30D | +9.2% | -19.3% | +28.5% | +7.8% |
| 3M | +8.9% | -22.3% | +31.2% | +7.5% |
| 6M | +24.6% | -14.6% | +39.2% | +22.9% |
| YTD | +35.7% | +45.8% | -10.1% | +34.1% |
| 1Y | +51.2% | +69.6% | -18.4% | +51.2% |
| All | +51.2% | +57.8% | -6.6% | +51.2% |
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