+1,288.1%
KDP vs LSCC
+2,783.2%
-1,495.1%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -8.6% | +8.9% | +1.1% |
| 7D | +4.5% | -4.8% | +9.3% | +4.8% |
| 30D | +18.5% | -27.1% | +45.6% | +21.8% |
| 3M | +20.8% | -23.6% | +44.4% | +23.3% |
| 6M | +29.4% | -19.8% | +49.2% | +30.1% |
| YTD | +35.9% | +33.2% | +2.7% | +28.5% |
| 1Y | +42.5% | +55.2% | -12.8% | +32.3% |
| 3Y | +29.4% | +70.1% | -40.7% | +14.4% |
| 5Y | +15.8% | +19.5% | -3.7% | +3.3% |
| 10Y | +236.5% | +1,164.9% | -928.5% | +105.8% |
| All | +1,288.1% | +2,783.2% | -1,495.1% | +437.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling