+26.1%
LECO vs SPY
+12.1%
+14.0%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.4% | -0.2% | -0.2% |
| 7D | +2.7% | +2.6% | +0.1% | 0.0% |
| 30D | +9.7% | -2.0% | +11.7% | +12.0% |
| 3M | -0.3% | -2.8% | +2.5% | +2.8% |
| 6M | +7.3% | +2.1% | +5.1% | +4.5% |
| YTD | +19.1% | +11.5% | +7.6% | +4.9% |
| 1Y | +26.1% | +13.5% | +12.6% | +9.0% |
| All | +26.1% | +12.1% | +14.0% | +9.0% |
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