+1,379.1%
LSCC vs ALLE
+233.6%
+1,145.5%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.4% | +2.8% | +5.7% | +6.6% |
| 7D | +19.3% | -0.6% | +20.0% | +20.0% |
| 30D | -9.6% | +26.6% | -36.3% | -24.5% |
| 3M | -12.4% | +13.2% | -25.6% | -21.0% |
| 6M | -10.5% | +42.9% | -53.3% | -32.5% |
| YTD | +54.8% | +21.0% | +33.7% | +30.5% |
| 1Y | +79.4% | +15.2% | +64.2% | +56.7% |
| 3Y | +109.6% | +95.6% | +14.0% | +24.7% |
| 5Y | +40.4% | +53.4% | -13.1% | -1.9% |
| 10Y | +1,379.1% | +221.5% | +1,157.6% | +629.2% |
| All | +1,379.1% | +233.6% | +1,145.5% | +629.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLE.
Daily Out/Under-Performance
Portfolio return minus ALLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLE 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 ALLE 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