+65.9%
LSCC vs BBWI
-2.2%
+68.1%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.5% | -1.8% | -2.3% |
| 7D | +5.0% | -4.2% | +9.3% | +5.4% |
| 30D | -11.7% | +24.9% | -36.6% | -13.6% |
| 3M | -13.3% | +13.2% | -26.5% | -14.3% |
| 6M | -12.5% | +12.1% | -24.6% | -14.1% |
| YTD | +51.2% | +11.1% | +40.1% | +49.0% |
| 1Y | +65.9% | +0.7% | +65.2% | +63.7% |
| All | +65.9% | -2.2% | +68.1% | +63.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling