+1,490.3%
LSCC vs AEE
+216.2%
+1,274.0%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.4% | -0.4% | +10.7% | +10.4% |
| 7D | +14.5% | +0.2% | +14.3% | +14.4% |
| 30D | -0.1% | +9.7% | -9.8% | -2.4% |
| 3M | -2.7% | +5.8% | -8.5% | -4.1% |
| 6M | -4.8% | +4.5% | -9.3% | -6.4% |
| YTD | +66.9% | +15.8% | +51.0% | +59.3% |
| 1Y | +85.8% | +10.8% | +75.1% | +79.6% |
| 3Y | +115.6% | +62.8% | +52.8% | +82.5% |
| 5Y | +48.8% | +56.1% | -7.3% | +26.6% |
| 10Y | +1,490.3% | +216.4% | +1,273.8% | +1,132.1% |
| All | +1,490.3% | +216.2% | +1,274.0% | +1,132.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling