+9,126.4%
LSCC vs BBWI
+1,184.1%
+7,942.3%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.6% | -6.2% | -2.4% | -6.5% |
| 7D | -4.8% | -3.1% | -1.8% | -3.8% |
| 30D | -27.1% | +23.1% | -50.2% | -32.8% |
| 3M | -23.6% | +7.3% | -30.9% | -27.0% |
| 6M | -19.8% | +22.6% | -42.4% | -27.9% |
| YTD | +33.2% | +13.3% | +19.9% | +20.8% |
| 1Y | +55.2% | -2.6% | +57.8% | +45.0% |
| 3Y | +70.1% | -25.9% | +96.0% | +70.6% |
| 5Y | +19.5% | -66.7% | +86.2% | +51.7% |
| 10Y | +1,164.9% | -41.6% | +1,206.5% | +931.2% |
| All | +9,126.4% | +1,184.1% | +7,942.3% | +1,680.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling