+1,795.0%
LSCC vs AEE
+185.4%
+1,609.6%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.0% | +0.4% | +1.1% |
| 7D | +5.2% | +1.3% | +3.9% | +4.9% |
| 30D | -9.6% | -1.2% | -8.4% | -9.4% |
| 3M | -17.8% | +1.0% | -18.8% | -18.4% |
| 6M | +37.4% | -2.3% | +39.7% | +37.5% |
| YTD | +59.7% | +9.1% | +50.5% | +54.9% |
| 1Y | +76.2% | +10.6% | +65.7% | +70.0% |
| 3Y | +28.2% | +48.5% | -20.3% | +11.2% |
| 5Y | +87.2% | +39.9% | +47.3% | +64.3% |
| 10Y | +1,795.0% | +185.7% | +1,609.3% | +1,296.8% |
| All | +1,795.0% | +185.4% | +1,609.6% | +1,296.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded AEE 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling