+1,763.3%
LSCC vs BEN
+58.2%
+1,705.2%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +3.5% | -1.5% | 0.0% |
| 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% | -27.7% |
| 6M | +26.5% | +33.9% | -7.4% | +6.4% |
| YTD | +57.5% | +49.0% | +8.5% | +24.2% |
| 1Y | +75.7% | +42.1% | +33.6% | +42.0% |
| 3Y | +19.5% | +51.9% | -32.4% | -8.7% |
| 5Y | +83.8% | +39.0% | +44.7% | +46.5% |
| All | +1,763.3% | +58.2% | +1,705.2% | +1,179.0% |
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