+85.8%
LSCC vs BEN
+63.5%
+22.3%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.1% | +4.7% | +2.4% | +3.7% |
| 7D | +13.0% | +6.6% | +6.4% | +8.3% |
| 30D | -19.8% | +3.8% | -23.7% | -21.7% |
| 3M | -18.4% | +0.2% | -18.6% | -18.3% |
| 6M | -16.1% | +10.4% | -26.6% | -21.6% |
| YTD | +42.7% | +46.2% | -3.4% | +7.9% |
| 1Y | +68.0% | +52.3% | +15.8% | +23.1% |
| 3Y | +85.8% | +65.9% | +19.9% | +13.4% |
| All | +85.8% | +63.5% | +22.3% | +13.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling