+7.6%
KDP vs LSCC
+20.0%
-12.5%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +2.0% | -2.9% | -0.9% |
| 7D | +1.3% | +1.3% | 0.0% | +1.2% |
| 30D | +6.0% | -9.7% | +15.7% | +6.2% |
| 3M | +9.2% | -23.7% | +32.9% | +9.8% |
| 6M | +14.7% | +26.5% | -11.8% | +13.1% |
| YTD | +19.2% | +57.5% | -38.3% | +16.8% |
| 1Y | +15.2% | +75.7% | -60.5% | +12.5% |
| All | +7.6% | +20.0% | -12.5% | +5.2% |
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 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