+37.7%
KR vs LSCC
+85.6%
-47.9%
-31.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.4% | -3.7% | -2.3% |
| 7D | -1.3% | +5.2% | -6.5% | -1.0% |
| 30D | +1.5% | -9.6% | +11.2% | +1.1% |
| 3M | -8.5% | -17.8% | +9.3% | -9.0% |
| 6M | -21.9% | +37.4% | -59.3% | -21.0% |
| YTD | -6.9% | +59.7% | -66.5% | -5.5% |
| 1Y | -14.0% | +76.2% | -90.2% | -12.5% |
| 3Y | +30.3% | +28.2% | +2.1% | +33.9% |
| 5Y | +37.7% | +87.2% | -49.5% | +39.4% |
| All | +37.7% | +85.6% | -47.9% | +39.4% |
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