+5,086.8%
LSCC vs BUD
+219.3%
+4,867.5%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.6% | +1.8% | -10.4% | -9.5% |
| 7D | -4.8% | +7.1% | -12.0% | -8.3% |
| 30D | -27.1% | +12.7% | -39.8% | -32.0% |
| 3M | -23.6% | 0.0% | -23.6% | -24.7% |
| 6M | -19.8% | +7.6% | -27.4% | -24.5% |
| YTD | +33.2% | +35.0% | -1.8% | +10.6% |
| 1Y | +55.2% | +37.6% | +17.7% | +27.4% |
| 3Y | +70.1% | +51.5% | +18.6% | +28.6% |
| 5Y | +19.5% | +50.2% | -30.7% | -10.6% |
| 10Y | +1,164.9% | -7.2% | +1,172.1% | +1,047.0% |
| All | +5,086.8% | +219.3% | +4,867.5% | +1,571.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling