+73.5%
LSCC vs AR
+20.9%
+52.5%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.6% | -2.8% | -5.8% | -7.9% |
| 7D | -4.8% | -11.7% | +6.9% | -2.1% |
| 30D | -27.1% | +1.8% | -28.9% | -27.8% |
| 3M | -23.6% | +6.0% | -29.6% | -25.6% |
| 6M | -19.8% | -7.0% | -12.8% | -19.4% |
| YTD | +33.2% | +5.6% | +27.7% | +25.6% |
| 1Y | +55.2% | +10.8% | +44.4% | +43.0% |
| All | +73.5% | +20.9% | +52.5% | +62.4% |
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 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