+1,379.1%
LSCC vs ALK
-37.5%
+1,416.6%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.4% | +7.1% | +1.4% | +5.7% |
| 7D | +19.3% | +8.9% | +10.4% | +15.3% |
| 30D | -9.6% | +5.9% | -15.6% | -12.1% |
| 3M | -12.4% | -16.5% | +4.1% | -6.8% |
| 6M | -10.5% | +2.1% | -12.6% | -12.6% |
| YTD | +54.8% | -17.1% | +71.9% | +61.5% |
| 1Y | +79.4% | -2.9% | +82.2% | +76.0% |
| 3Y | +109.6% | +24.5% | +85.1% | +80.0% |
| 5Y | +40.4% | -29.1% | +69.5% | +45.5% |
| 10Y | +1,379.1% | -39.1% | +1,418.2% | +1,342.4% |
| All | +1,379.1% | -37.5% | +1,416.6% | +1,342.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ALK.
Daily Out/Under-Performance
Portfolio return minus ALK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALK 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 10y: compounded portfolio wealth divided by compounded ALK 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…
10y analysis · Full analysis span regression · 6 months rolling