+24.6%
LCUT vs SPY
+2,954.7%
-2,930.1%
-96.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.3% | -2.2% | -2.1% |
| 7D | -9.9% | -2.7% | -7.2% | -8.0% |
| 30D | -17.0% | -5.4% | -11.6% | -13.6% |
| 3M | -12.0% | -4.1% | -7.9% | -9.1% |
| 6M | +38.2% | +0.7% | +37.5% | +38.3% |
| YTD | +98.7% | +8.7% | +90.0% | +88.6% |
| 1Y | +157.3% | +10.9% | +146.4% | +140.9% |
| 3Y | +48.0% | +75.0% | -26.9% | +3.5% |
| 5Y | -54.4% | +67.8% | -122.2% | -67.2% |
| 10Y | -32.7% | +312.9% | -345.6% | -70.7% |
| All | +24.6% | +2,954.7% | -2,930.1% | -70.7% |
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