+281.5%
LSCC vs ACI
+29.9%
+251.6%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.1% | -3.4% | +10.5% | +7.1% |
| 7D | +13.0% | -2.2% | +15.2% | +12.9% |
| 30D | -19.8% | +10.3% | -30.1% | -19.9% |
| 3M | -18.4% | +7.2% | -25.6% | -18.5% |
| 6M | -16.1% | -18.0% | +1.9% | -15.6% |
| YTD | +42.7% | -22.0% | +64.7% | +43.7% |
| 1Y | +68.0% | -23.4% | +91.4% | +69.3% |
| 3Y | +85.8% | -35.8% | +121.7% | +89.4% |
| 5Y | +28.0% | -43.7% | +71.7% | +30.2% |
| All | +281.5% | +29.9% | +251.6% | +262.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI 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 ACI 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