+40.4%
LSCC vs CPAY
+86.4%
-46.0%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.4% | +0.6% | +7.8% | +8.1% |
| 7D | +19.3% | +11.9% | +7.4% | +10.7% |
| 30D | -9.6% | +15.1% | -24.7% | -18.0% |
| 3M | -12.4% | +16.5% | -29.0% | -21.7% |
| 6M | -10.5% | +33.1% | -43.6% | -27.9% |
| YTD | +54.8% | +52.2% | +2.6% | +9.4% |
| 1Y | +79.4% | +65.6% | +13.8% | +18.5% |
| 3Y | +109.6% | +100.2% | +9.4% | +13.4% |
| 5Y | +40.4% | +87.6% | -47.3% | -22.9% |
| All | +40.4% | +86.4% | -46.0% | -22.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CPAY.
Daily Out/Under-Performance
Portfolio return minus CPAY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPAY 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 5y: compounded portfolio wealth divided by compounded CPAY 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…
5y analysis · Full analysis span regression · 6 months rolling