+69.8%
LSCC vs AEE
+12.7%
+57.1%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.4% | +1.0% | +7.4% | +8.7% |
| 7D | +19.3% | +2.3% | +17.0% | +20.1% |
| 30D | -9.6% | +11.6% | -21.2% | -7.1% |
| 3M | -12.4% | +5.5% | -17.9% | -10.9% |
| 6M | -10.5% | +6.0% | -16.5% | -10.0% |
| YTD | +54.8% | +16.6% | +38.2% | +51.9% |
| All | +69.8% | +12.7% | +57.1% | +68.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling