+1,379.1%
LSCC vs BEN
+70.4%
+1,308.6%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.4% | +6.3% | +2.1% | +4.6% |
| 7D | +19.3% | +12.2% | +7.1% | +11.8% |
| 30D | -9.6% | +12.1% | -21.7% | -15.3% |
| 3M | -12.4% | +7.3% | -19.7% | -15.7% |
| 6M | -10.5% | +17.9% | -28.3% | -18.6% |
| YTD | +54.8% | +55.4% | -0.7% | +18.9% |
| 1Y | +79.4% | +69.3% | +10.0% | +31.1% |
| 3Y | +109.6% | +82.8% | +26.8% | +44.3% |
| 5Y | +40.4% | +28.8% | +11.6% | +15.1% |
| 10Y | +1,379.1% | +53.9% | +1,325.2% | +889.7% |
| All | +1,379.1% | +70.4% | +1,308.6% | +889.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling