-2.7%
KMB vs LSCC
+42.8%
-45.5%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -3.2% | +1.7% | -1.6% |
| 7D | -3.0% | +21.2% | -24.2% | -2.7% |
| 30D | +9.1% | -1.9% | +11.0% | +9.2% |
| 3M | -0.4% | -8.1% | +7.6% | -0.3% |
| 6M | +13.0% | -5.2% | +18.2% | +12.8% |
| YTD | +10.3% | +61.5% | -51.2% | +9.6% |
| 1Y | +8.2% | +81.3% | -73.1% | +7.4% |
| 3Y | +0.4% | +108.7% | -108.3% | -0.9% |
| 5Y | -2.7% | +44.1% | -46.8% | -7.2% |
| All | -2.7% | +42.8% | -45.5% | -7.2% |
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 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