+19.5%
LSCC vs ARWR
-29.8%
+49.3%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.6% | -6.8% | -1.8% | -6.6% |
| 7D | -4.8% | -5.0% | +0.2% | -3.3% |
| 30D | -27.1% | -6.6% | -20.5% | -25.5% |
| 3M | -23.6% | -33.9% | +10.3% | -14.2% |
| 6M | -19.8% | -23.3% | +3.5% | -14.5% |
| YTD | +33.2% | -13.5% | +46.7% | +36.2% |
| 1Y | +55.2% | +42.5% | +12.7% | +35.1% |
| 3Y | +70.1% | +104.1% | -34.0% | +15.1% |
| 5Y | +19.5% | -28.8% | +48.3% | +7.5% |
| All | +19.5% | -29.8% | +49.3% | +7.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ARWR.
Daily Out/Under-Performance
Portfolio return minus ARWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARWR 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 5y: compounded portfolio wealth divided by compounded ARWR 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…
5y analysis · Full analysis span regression · 6 months rolling