+102.8%
LSCC vs AR
+44.3%
+58.4%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +4.3% | +1.6% | +4.9% |
| 7D | +5.0% | -5.8% | +10.8% | +6.5% |
| 30D | -11.7% | +4.8% | -16.6% | -13.2% |
| 3M | -13.3% | +1.5% | -14.8% | -14.4% |
| 6M | -12.5% | +4.7% | -17.2% | -15.0% |
| YTD | +51.2% | +9.2% | +42.0% | +41.3% |
| 1Y | +65.9% | +11.2% | +54.7% | +53.3% |
| All | +102.8% | +44.3% | +58.4% | +88.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling