+44.3%
LCUT vs SPY
+3,091.8%
-3,047.5%
-96.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.4% | +1.1% | +0.9% |
| 7D | -3.8% | +0.1% | -3.9% | -3.9% |
| 30D | +5.3% | +0.1% | +5.3% | +5.3% |
| 3M | -4.8% | +2.0% | -6.8% | -6.0% |
| 6M | +180.4% | +13.0% | +167.4% | +158.0% |
| YTD | +130.1% | +13.5% | +116.5% | +111.1% |
| 1Y | +114.5% | +20.0% | +94.6% | +89.9% |
| 3Y | +52.4% | +77.2% | -24.8% | +5.0% |
| 5Y | -42.0% | +81.9% | -123.9% | -60.6% |
| 10Y | -18.1% | +314.1% | -332.1% | -64.7% |
| All | +44.3% | +3,091.8% | -3,047.5% | -67.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling