+9,784.2%
LSCC vs CHD
+11,349.8%
-1,565.5%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.1% | -1.8% | +8.9% | +7.6% |
| 7D | +13.0% | +2.0% | +11.0% | +12.3% |
| 30D | -19.8% | +13.0% | -32.8% | -22.7% |
| 3M | -18.4% | +6.1% | -24.5% | -20.1% |
| 6M | -16.1% | +15.9% | -32.0% | -20.4% |
| YTD | +42.7% | +31.6% | +11.1% | +30.3% |
| 1Y | +68.0% | +28.5% | +39.5% | +54.3% |
| 3Y | +85.8% | +30.5% | +55.4% | +66.3% |
| 5Y | +28.0% | +30.7% | -2.7% | +12.2% |
| 10Y | +1,255.1% | +184.2% | +1,070.9% | +801.9% |
| All | +9,784.2% | +11,349.8% | -1,565.5% | +2,547.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling