+1,795.0%
LSCC vs AEE
+183.4%
+1,611.6%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.2% | +1.1% | +1.3% |
| 7D | +5.2% | +0.6% | +4.6% | +5.0% |
| 30D | -9.6% | -1.9% | -7.7% | -9.2% |
| 3M | -17.8% | +0.3% | -18.1% | -18.3% |
| 6M | +37.4% | -3.0% | +40.4% | +37.8% |
| YTD | +59.7% | +8.4% | +51.3% | +55.1% |
| 1Y | +76.2% | +9.8% | +66.4% | +70.3% |
| 3Y | +28.2% | +47.4% | -19.3% | +11.4% |
| 5Y | +87.2% | +38.9% | +48.3% | +64.6% |
| 10Y | +1,795.0% | +183.7% | +1,611.3% | +1,299.3% |
| All | +1,795.0% | +183.4% | +1,611.6% | +1,299.3% |
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