+313.7%
LSCC vs ACI
+31.1%
+282.6%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.4% | +0.9% | +7.5% | +8.5% |
| 7D | +19.3% | -5.9% | +25.2% | +19.3% |
| 30D | -9.6% | +7.2% | -16.9% | -9.7% |
| 3M | -12.4% | +8.8% | -21.2% | -12.5% |
| 6M | -10.5% | -17.2% | +6.7% | -9.8% |
| YTD | +54.8% | -21.3% | +76.0% | +55.8% |
| 1Y | +79.4% | -23.7% | +103.1% | +81.0% |
| 3Y | +109.6% | -32.8% | +142.4% | +112.8% |
| 5Y | +40.4% | -41.4% | +81.8% | +42.6% |
| All | +313.7% | +31.1% | +282.6% | +292.9% |
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