+83.8%
LSCC vs AHR
+364.8%
-281.0%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.2% | +1.6% | +1.4% |
| 7D | +5.2% | -3.4% | +8.6% | +5.9% |
| 30D | -9.6% | -3.8% | -5.9% | -9.0% |
| 3M | -17.8% | +20.1% | -37.8% | -22.6% |
| 6M | +37.4% | +7.1% | +30.3% | +34.1% |
| YTD | +59.7% | +17.2% | +42.5% | +52.6% |
| 1Y | +76.2% | +30.4% | +45.8% | +63.6% |
| All | +83.8% | +364.8% | -281.0% | +24.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling