+9,784.2%
LSCC vs BHP
+6,976.6%
+2,807.6%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.1% | +1.7% | +5.5% | +6.3% |
| 7D | +13.0% | +0.9% | +12.0% | +12.4% |
| 30D | -19.8% | -6.3% | -13.6% | -16.9% |
| 3M | -18.4% | -7.1% | -11.3% | -15.2% |
| 6M | -16.1% | -3.2% | -12.9% | -14.2% |
| YTD | +42.7% | +37.9% | +4.8% | +23.1% |
| 1Y | +68.0% | +49.7% | +18.3% | +39.3% |
| 3Y | +85.8% | +51.7% | +34.2% | +54.1% |
| 5Y | +28.0% | +122.0% | -94.0% | -12.7% |
| 10Y | +1,255.1% | +382.4% | +872.7% | +516.7% |
| All | +9,784.2% | +6,976.6% | +2,807.6% | +1,254.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling