+1,490.3%
LSCC vs AR
+58.9%
+1,431.3%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.4% | +1.5% | +8.8% | +10.1% |
| 7D | +14.5% | +2.1% | +12.4% | +14.2% |
| 30D | -0.1% | +4.5% | -4.6% | -0.8% |
| 3M | -2.7% | +1.0% | -3.7% | -3.1% |
| 6M | -4.8% | +4.4% | -9.2% | -6.1% |
| YTD | +66.9% | +10.9% | +56.0% | +61.9% |
| 1Y | +85.8% | +8.6% | +77.3% | +80.8% |
| 3Y | +115.6% | +48.5% | +67.1% | +99.8% |
| 5Y | +48.8% | +95.7% | -46.9% | +31.3% |
| 10Y | +1,490.3% | +55.5% | +1,434.8% | +1,131.4% |
| All | +1,490.3% | +58.9% | +1,431.3% | +1,131.4% |
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