+16.2%
KDP vs LSCC
+33.9%
-17.7%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -5.5% | +8.1% | +2.8% |
| 7D | -0.8% | +7.0% | -7.8% | -1.0% |
| 30D | +9.7% | -2.3% | +12.0% | +9.7% |
| 3M | +17.6% | -12.5% | +30.1% | +18.0% |
| 6M | +25.8% | -10.6% | +36.4% | +25.5% |
| YTD | +33.9% | +52.7% | -18.8% | +29.5% |
| 1Y | +38.9% | +74.0% | -35.1% | +33.4% |
| 3Y | +26.8% | +104.8% | -78.0% | +18.1% |
| All | +16.2% | +33.9% | -17.7% | +9.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling