+1,096.0%
LSCC vs AEIS
+1,770.4%
-674.4%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.1% | +6.1% | +1.0% | +4.5% |
| 7D | +13.0% | -11.3% | +24.2% | +18.6% |
| 30D | -19.8% | -32.6% | +12.8% | -4.8% |
| 3M | -18.4% | -39.2% | +20.8% | +1.3% |
| 6M | -16.1% | -45.4% | +29.3% | +9.2% |
| YTD | +42.7% | -5.8% | +48.5% | +47.5% |
| 1Y | +68.0% | -10.0% | +78.0% | +77.1% |
| 3Y | +85.8% | +121.2% | -35.3% | +36.2% |
| 5Y | +28.0% | +110.6% | -82.6% | -0.8% |
| 10Y | +1,255.1% | +326.6% | +928.5% | +642.5% |
| All | +1,096.0% | +1,770.4% | -674.4% | +169.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling