+34.8%
LSCC vs BEN
+32.3%
+2.6%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.2% | -3.5% | -3.3% |
| 7D | +5.0% | +12.1% | -7.1% | -4.1% |
| 30D | -11.7% | +13.4% | -25.1% | -20.1% |
| 3M | -13.3% | +9.4% | -22.7% | -19.2% |
| 6M | -12.5% | +19.3% | -31.8% | -24.2% |
| YTD | +51.2% | +57.3% | -6.1% | +3.0% |
| 1Y | +65.9% | +69.1% | -3.2% | +6.3% |
| 3Y | +95.3% | +85.6% | +9.7% | +9.0% |
| All | +34.8% | +32.3% | +2.6% | +4.6% |
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