+10,619.1%
LSCC vs BHP
+7,239.7%
+3,379.3%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.4% | +3.7% | +4.7% | +6.6% |
| 7D | +19.3% | +3.5% | +15.8% | +17.4% |
| 30D | -9.6% | -4.5% | -5.2% | -7.1% |
| 3M | -12.4% | -6.4% | -6.1% | -9.3% |
| 6M | -10.5% | -0.1% | -10.4% | -9.9% |
| YTD | +54.8% | +43.0% | +11.8% | +31.2% |
| 1Y | +79.4% | +56.5% | +22.9% | +45.6% |
| 3Y | +109.6% | +62.0% | +47.5% | +68.5% |
| 5Y | +40.4% | +130.4% | -90.0% | -5.9% |
| 10Y | +1,379.1% | +349.1% | +1,030.0% | +596.0% |
| All | +10,619.1% | +7,239.7% | +3,379.3% | +1,344.0% |
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