+1,352.3%
LSCC vs COO
+38.3%
+1,314.0%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.6% | -1.8% | -2.0% |
| 7D | +5.0% | +4.5% | +0.5% | +2.5% |
| 30D | -11.7% | +16.9% | -28.7% | -19.9% |
| 3M | -13.3% | -16.7% | +3.4% | -5.6% |
| 6M | -12.5% | +5.9% | -18.5% | -19.9% |
| YTD | +51.2% | -22.4% | +73.6% | +69.5% |
| 1Y | +65.9% | -10.1% | +76.0% | +69.1% |
| 3Y | +95.3% | -22.8% | +118.1% | +108.4% |
| 5Y | +38.6% | -41.4% | +80.0% | +75.2% |
| 10Y | +1,352.3% | +41.3% | +1,311.1% | +1,151.8% |
| All | +1,352.3% | +38.3% | +1,314.0% | +1,151.8% |
Cumulative growth
Daily Returns
Daily percentage return beside COO.
Daily Out/Under-Performance
Portfolio return minus COO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COO 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 COO 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