+1,147.2%
LSCC vs AR
+45.5%
+1,101.7%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.6% | -2.8% | -5.8% | -8.2% |
| 7D | -4.8% | -11.7% | +6.9% | -3.2% |
| 30D | -27.1% | +1.8% | -28.9% | -27.4% |
| 3M | -23.6% | +6.0% | -29.6% | -24.6% |
| 6M | -19.8% | -7.0% | -12.8% | -19.6% |
| YTD | +33.2% | +5.6% | +27.7% | +30.2% |
| 1Y | +55.2% | +10.8% | +44.4% | +50.4% |
| 3Y | +70.1% | +19.3% | +50.8% | +62.1% |
| 5Y | +19.5% | +73.3% | -53.8% | +6.9% |
| All | +1,147.2% | +45.5% | +1,101.7% | +859.1% |
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