+1,490.3%
LSCC vs BEN
+60.1%
+1,430.2%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.4% | 0.0% | +10.3% | +10.3% |
| 7D | +14.5% | +7.2% | +7.3% | +10.2% |
| 30D | -0.1% | +14.1% | -14.2% | -7.3% |
| 3M | -2.7% | +9.9% | -12.6% | -7.7% |
| 6M | -4.8% | +17.4% | -22.2% | -13.2% |
| YTD | +66.9% | +57.3% | +9.5% | +27.2% |
| 1Y | +85.8% | +66.9% | +18.9% | +36.8% |
| 3Y | +115.6% | +85.7% | +29.9% | +47.0% |
| 5Y | +48.8% | +31.2% | +17.6% | +20.8% |
| 10Y | +1,490.3% | +61.0% | +1,429.2% | +957.4% |
| All | +1,490.3% | +60.1% | +1,430.2% | +957.4% |
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