+345.9%
LSCC vs ACI
+32.1%
+313.8%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.4% | -1.4% | +11.7% | +10.3% |
| 7D | +14.5% | -5.3% | +19.8% | +14.4% |
| 30D | -0.1% | +5.0% | -5.1% | -0.1% |
| 3M | -2.7% | +7.5% | -10.2% | -2.7% |
| 6M | -4.8% | -16.0% | +11.2% | -4.2% |
| YTD | +66.9% | -20.6% | +87.5% | +68.0% |
| 1Y | +85.8% | -23.5% | +109.4% | +87.7% |
| 3Y | +115.6% | -32.1% | +147.7% | +118.8% |
| 5Y | +48.8% | -42.5% | +91.3% | +51.3% |
| All | +345.9% | +32.1% | +313.8% | +323.6% |
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