+35.1%
LSCC vs AEE
+56.4%
-21.3%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | +1.1% | -6.6% | -5.5% |
| 7D | +7.0% | +1.7% | +5.3% | +6.8% |
| 30D | -2.3% | +9.7% | -12.0% | -3.1% |
| 3M | -12.5% | +5.9% | -18.4% | -12.9% |
| 6M | -10.6% | +6.7% | -17.3% | -11.4% |
| YTD | +52.7% | +17.4% | +35.3% | +49.1% |
| 1Y | +74.0% | +12.7% | +61.3% | +70.9% |
| 3Y | +104.8% | +68.2% | +36.6% | +82.7% |
| All | +35.1% | +56.4% | -21.3% | +21.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling