+1,379.1%
LSCC vs BBWI
-41.3%
+1,420.4%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.4% | +1.9% | +6.6% | +7.9% |
| 7D | +19.3% | -6.2% | +25.5% | +21.3% |
| 30D | -9.6% | +25.5% | -35.1% | -15.7% |
| 3M | -12.4% | +8.0% | -20.4% | -15.5% |
| 6M | -10.5% | +12.7% | -23.1% | -15.5% |
| YTD | +54.8% | +11.6% | +43.1% | +44.3% |
| 1Y | +79.4% | -0.9% | +80.3% | +70.0% |
| 3Y | +109.6% | -22.7% | +132.3% | +110.5% |
| 5Y | +40.4% | -67.2% | +107.5% | +66.0% |
| 10Y | +1,379.1% | -43.7% | +1,422.8% | +1,164.0% |
| All | +1,379.1% | -41.3% | +1,420.4% | +1,164.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 BBWI 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