+35.1%
LSCC vs A
+11.8%
+23.3%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | +0.5% | -6.0% | -5.9% |
| 7D | +7.0% | -0.5% | +7.4% | +7.4% |
| 30D | -2.3% | 0.0% | -2.3% | -1.7% |
| 3M | -12.5% | +16.7% | -29.2% | -22.1% |
| 6M | -10.6% | +54.8% | -65.4% | -37.5% |
| YTD | +52.7% | +28.8% | +23.9% | +23.1% |
| 1Y | +74.0% | +19.3% | +54.7% | +49.3% |
| 3Y | +104.8% | +65.5% | +39.3% | +26.4% |
| All | +35.1% | +11.8% | +23.3% | +20.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling