+9,784.2%
LSCC vs BEN
+4,818.7%
+4,965.6%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.1% | +4.7% | +2.4% | +4.6% |
| 7D | +13.0% | +6.6% | +6.4% | +9.4% |
| 30D | -19.8% | +3.8% | -23.7% | -21.3% |
| 3M | -18.4% | +0.2% | -18.6% | -18.3% |
| 6M | -16.1% | +10.4% | -26.6% | -20.3% |
| YTD | +42.7% | +46.2% | -3.4% | +16.0% |
| 1Y | +68.0% | +52.3% | +15.8% | +33.5% |
| 3Y | +85.8% | +65.9% | +19.9% | +40.1% |
| 5Y | +28.0% | +20.6% | +7.5% | +15.8% |
| 10Y | +1,255.1% | +64.8% | +1,190.3% | +833.8% |
| All | +9,784.2% | +4,818.7% | +4,965.6% | +1,697.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling