+1,352.3%
LSCC vs BEN
+55.0%
+1,297.4%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.2% | -3.5% | -3.0% |
| 7D | +5.0% | +12.1% | -7.1% | -1.7% |
| 30D | -11.7% | +13.4% | -25.1% | -17.9% |
| 3M | -13.3% | +9.4% | -22.7% | -17.5% |
| 6M | -12.5% | +19.3% | -31.8% | -21.0% |
| YTD | +51.2% | +57.3% | -6.1% | +15.3% |
| 1Y | +65.9% | +69.1% | -3.2% | +21.2% |
| 3Y | +95.3% | +85.6% | +9.7% | +33.2% |
| 5Y | +38.6% | +32.9% | +5.7% | +11.9% |
| 10Y | +1,352.3% | +58.3% | +1,294.0% | +866.7% |
| All | +1,352.3% | +55.0% | +1,297.4% | +866.7% |
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