+155.2%
LCUT vs SPY
+11.9%
+143.3%
-33.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | -0.4% | +7.1% | +7.1% |
| 7D | -6.0% | -0.6% | -5.4% | -4.6% |
| 30D | -15.7% | -3.7% | -12.1% | -12.1% |
| 3M | -13.5% | -2.7% | -10.7% | -10.5% |
| 6M | +36.4% | +2.2% | +34.2% | +36.8% |
| YTD | +108.1% | +10.8% | +97.2% | +95.9% |
| 1Y | +155.2% | +11.2% | +144.0% | +141.0% |
| All | +155.2% | +11.9% | +143.3% | +141.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 1y: compounded portfolio wealth divided by compounded SPY 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…
1y analysis · Full analysis span regression · 6 months rolling