+1,379.1%
LSCC vs A
+328.7%
+1,050.4%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.4% | +3.1% | +5.4% | +6.1% |
| 7D | +19.3% | +4.8% | +14.6% | +15.8% |
| 30D | -9.6% | +5.6% | -15.3% | -12.8% |
| 3M | -12.4% | +23.6% | -36.0% | -25.4% |
| 6M | -10.5% | +56.4% | -66.8% | -38.0% |
| YTD | +54.8% | +33.4% | +21.4% | +20.8% |
| 1Y | +79.4% | +23.7% | +55.7% | +48.4% |
| 3Y | +109.6% | +71.0% | +38.6% | +29.9% |
| 5Y | +40.4% | +16.8% | +23.5% | +17.6% |
| 10Y | +1,379.1% | +323.8% | +1,055.3% | +528.1% |
| All | +1,379.1% | +328.7% | +1,050.4% | +528.1% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 10y: compounded portfolio wealth divided by compounded A 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…
10y analysis · Full analysis span regression · 6 months rolling