+1,490.3%
LSCC vs BUD
-4.5%
+1,494.8%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.4% | -2.3% | +12.6% | +11.2% |
| 7D | +14.5% | +0.5% | +14.0% | +14.0% |
| 30D | -0.1% | +7.4% | -7.5% | -3.7% |
| 3M | -2.7% | +4.3% | -7.0% | -5.5% |
| 6M | -4.8% | +5.3% | -10.1% | -8.6% |
| YTD | +66.9% | +33.2% | +33.6% | +44.1% |
| 1Y | +85.8% | +31.8% | +54.1% | +61.0% |
| 3Y | +115.6% | +47.8% | +67.8% | +73.6% |
| 5Y | +48.8% | +50.2% | -1.4% | +17.4% |
| 10Y | +1,490.3% | -4.8% | +1,495.1% | +1,272.0% |
| All | +1,490.3% | -4.5% | +1,494.8% | +1,272.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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