+12.9%
KEY vs LSCC
+18.7%
-5.8%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -8.6% | +5.9% | -0.9% |
| 7D | -2.5% | -4.8% | +2.4% | -1.7% |
| 30D | +4.1% | -27.1% | +31.2% | +10.6% |
| 3M | -8.4% | -23.6% | +15.2% | -4.0% |
| 6M | -2.3% | -19.8% | +17.5% | -0.7% |
| YTD | +4.6% | +33.2% | -28.7% | -7.7% |
| 1Y | +24.6% | +55.2% | -30.7% | +5.5% |
| 3Y | +112.8% | +70.1% | +42.7% | +65.5% |
| 5Y | +12.9% | +19.5% | -6.6% | -14.3% |
| All | +12.9% | +18.7% | -5.8% | -14.3% |
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