+75.7%
LSCC vs BEN
+42.6%
+33.1%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +3.5% | -1.5% | -0.1% |
| 7D | +1.3% | +0.2% | +1.1% | +1.1% |
| 30D | -9.7% | -0.5% | -9.1% | -9.4% |
| 3M | -23.7% | +9.7% | -33.4% | -27.5% |
| 6M | +26.5% | +33.9% | -7.4% | +5.1% |
| YTD | +57.5% | +49.0% | +8.5% | +22.1% |
| 1Y | +75.7% | +42.1% | +33.6% | +37.3% |
| All | +75.7% | +42.6% | +33.1% | +37.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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