+65.9%
LSCC vs CHD
+31.5%
+34.4%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.4% | -2.7% | -2.1% |
| 7D | +5.0% | +2.4% | +2.7% | +6.3% |
| 30D | -11.7% | +13.9% | -25.7% | -5.2% |
| 3M | -13.3% | +8.5% | -21.8% | -8.8% |
| 6M | -12.5% | +20.4% | -32.9% | -4.4% |
| YTD | +51.2% | +34.5% | +16.7% | +67.2% |
| 1Y | +65.9% | +33.8% | +32.1% | +83.5% |
| All | +65.9% | +31.5% | +34.4% | +83.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CHD.
Daily Out/Under-Performance
Portfolio return minus CHD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHD 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 1y: compounded portfolio wealth divided by compounded CHD 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…
1y analysis · Full analysis span regression · 6 months rolling