+69.6%
LSCC vs AHR
+26.3%
+43.3%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.6% | -1.4% | +1.2% |
| 7D | +3.0% | +9.5% | -6.5% | +3.0% |
| 30D | -19.3% | +11.7% | -31.0% | -19.6% |
| 3M | -22.3% | +4.0% | -26.3% | -22.0% |
| 6M | -14.6% | +13.5% | -28.1% | -16.8% |
| YTD | +45.8% | +21.6% | +24.2% | +41.1% |
| 1Y | +69.6% | +25.1% | +44.5% | +63.2% |
| All | +69.6% | +26.3% | +43.3% | +63.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AHR.
Daily Out/Under-Performance
Portfolio return minus AHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AHR 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 AHR 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