+256.4%
KDP vs LSCC
+1,333.6%
-1,077.2%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -2.3% | +4.1% | +1.9% |
| 7D | +8.2% | +5.0% | +3.2% | +7.8% |
| 30D | +18.4% | -11.7% | +30.1% | +19.0% |
| 3M | +29.2% | -13.3% | +42.5% | +29.9% |
| 6M | +32.3% | -12.5% | +44.8% | +32.0% |
| YTD | +38.5% | +51.2% | -12.7% | +32.3% |
| 1Y | +48.5% | +65.9% | -17.4% | +40.8% |
| 3Y | +32.5% | +95.3% | -62.9% | +20.8% |
| 5Y | +19.7% | +38.6% | -18.9% | +9.8% |
| 10Y | +256.4% | +1,352.3% | -1,096.0% | +161.1% |
| All | +256.4% | +1,333.6% | -1,077.2% | +161.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling