+9,126.4%
LSCC vs BEN
+4,597.0%
+4,529.3%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.6% | -4.9% | -3.7% | -5.9% |
| 7D | -4.8% | -0.4% | -4.4% | -4.4% |
| 30D | -27.1% | -0.7% | -26.4% | -26.7% |
| 3M | -23.6% | -6.8% | -16.8% | -20.5% |
| 6M | -19.8% | +7.9% | -27.7% | -22.9% |
| YTD | +33.2% | +39.6% | -6.4% | +10.9% |
| 1Y | +55.2% | +48.5% | +6.7% | +24.9% |
| 3Y | +70.1% | +55.7% | +14.4% | +32.6% |
| 5Y | +19.5% | +15.1% | +4.4% | +10.7% |
| 10Y | +1,164.9% | +57.4% | +1,107.5% | +792.9% |
| All | +9,126.4% | +4,597.0% | +4,529.3% | +1,618.9% |
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