+1,236.1%
LSCC vs AR
+44.3%
+1,191.8%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.1% | -0.8% | +8.0% | +7.2% |
| 7D | +13.0% | -14.3% | +27.2% | +15.4% |
| 30D | -19.8% | +1.4% | -21.3% | -20.2% |
| 3M | -18.4% | +3.4% | -21.8% | -19.2% |
| 6M | -16.1% | -2.1% | -14.0% | -16.5% |
| YTD | +42.7% | +4.7% | +38.0% | +39.6% |
| 1Y | +68.0% | +10.6% | +57.4% | +62.8% |
| 3Y | +85.8% | +24.6% | +61.3% | +76.2% |
| 5Y | +28.0% | +71.9% | -43.8% | +14.7% |
| All | +1,236.1% | +44.3% | +1,191.8% | +928.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AR.
Daily Out/Under-Performance
Portfolio return minus AR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AR 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 AR 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