+44.1%
LSCC vs AEIS
+145.4%
-101.3%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -1.2% | -2.0% | -2.2% |
| 7D | +21.2% | +23.2% | -2.0% | +1.9% |
| 30D | -1.9% | -17.0% | +15.1% | +13.4% |
| 3M | -8.1% | -32.2% | +24.1% | +25.2% |
| 6M | -5.2% | -32.6% | +27.3% | +26.1% |
| YTD | +61.5% | +9.4% | +52.1% | +36.5% |
| 1Y | +81.3% | +7.7% | +73.6% | +55.0% |
| 3Y | +108.7% | +157.9% | -49.3% | -28.3% |
| 5Y | +44.1% | +154.8% | -110.6% | -52.2% |
| All | +44.1% | +145.4% | -101.3% | -52.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 AEIS 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