+10,808.2%
LSCC vs BHP
+7,909.4%
+2,898.9%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.3% | +2.3% | +2.2% |
| 7D | +1.3% | -2.9% | +4.2% | +2.8% |
| 30D | -9.7% | +3.4% | -13.0% | -11.4% |
| 3M | -23.7% | +4.1% | -27.8% | -25.1% |
| 6M | +26.5% | +20.6% | +5.9% | +15.7% |
| YTD | +57.5% | +56.1% | +1.5% | +27.2% |
| 1Y | +75.7% | +69.6% | +6.1% | +36.3% |
| 3Y | +19.5% | +78.8% | -59.3% | -9.1% |
| 5Y | +83.8% | +113.1% | -29.3% | +26.4% |
| 10Y | +1,772.4% | +505.9% | +1,266.5% | +658.4% |
| All | +10,808.2% | +7,909.4% | +2,898.9% | +1,299.5% |
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