+103.9%
KMI vs LSCC
+1,533.3%
-1,429.4%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +7.1% | -7.9% | -1.7% |
| 7D | -10.8% | +13.0% | -23.7% | -12.3% |
| 30D | -5.0% | -19.8% | +14.8% | -2.7% |
| 3M | -3.4% | -18.4% | +15.0% | -1.5% |
| 6M | -3.4% | -16.1% | +12.7% | -3.1% |
| YTD | +13.1% | +42.7% | -29.6% | +4.1% |
| 1Y | +19.0% | +68.0% | -49.0% | +6.8% |
| 3Y | +106.1% | +85.8% | +20.3% | +73.2% |
| 5Y | +130.1% | +28.0% | +102.0% | +96.2% |
| 10Y | +151.9% | +1,255.1% | -1,103.2% | +35.1% |
| All | +103.9% | +1,533.3% | -1,429.4% | -3.6% |
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