+35.1%
LSCC vs BEN
+28.2%
+6.9%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | +0.4% | -5.9% | -5.8% |
| 7D | +7.0% | +6.8% | +0.2% | +1.5% |
| 30D | -2.3% | +18.0% | -20.3% | -14.4% |
| 3M | -12.5% | +7.5% | -20.0% | -17.3% |
| 6M | -10.6% | +14.7% | -25.3% | -20.0% |
| YTD | +52.7% | +56.1% | -3.4% | +4.6% |
| 1Y | +74.0% | +69.6% | +4.4% | +11.3% |
| 3Y | +104.8% | +87.7% | +17.1% | +13.0% |
| All | +35.1% | +28.2% | +6.9% | +6.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling