+1,795.0%
LSCC vs BHP
+509.4%
+1,285.6%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.7% | -0.4% | +0.3% |
| 7D | +5.2% | +1.3% | +3.9% | +4.4% |
| 30D | -9.6% | +4.0% | -13.6% | -12.2% |
| 3M | -17.8% | +12.3% | -30.1% | -23.8% |
| 6M | +37.4% | +30.8% | +6.6% | +16.4% |
| YTD | +59.7% | +58.8% | +0.9% | +20.5% |
| 1Y | +76.2% | +76.8% | -0.6% | +24.8% |
| 3Y | +28.2% | +87.5% | -59.3% | -12.4% |
| 5Y | +87.2% | +123.9% | -36.7% | +13.8% |
| 10Y | +1,795.0% | +504.4% | +1,290.6% | +690.1% |
| All | +1,795.0% | +509.4% | +1,285.6% | +690.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BHP.
Daily Out/Under-Performance
Portfolio return minus BHP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BHP 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 10y: compounded portfolio wealth divided by compounded BHP 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…
10y analysis · Full analysis span regression · 6 months rolling