+1,379.1%
LSCC vs CPB
-39.9%
+1,419.0%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.4% | -1.2% | +9.6% | +8.4% |
| 7D | +19.3% | +3.3% | +16.1% | +19.6% |
| 30D | -9.6% | +19.0% | -28.6% | -8.4% |
| 3M | -12.4% | +0.4% | -12.9% | -11.8% |
| 6M | -10.5% | +13.0% | -23.4% | -9.6% |
| YTD | +54.8% | -12.7% | +67.5% | +56.7% |
| 1Y | +79.4% | -20.9% | +100.3% | +81.9% |
| 3Y | +109.6% | -35.4% | +145.0% | +111.8% |
| 5Y | +40.4% | -32.3% | +72.6% | +40.3% |
| 10Y | +1,379.1% | -40.5% | +1,419.6% | +1,372.3% |
| All | +1,379.1% | -39.9% | +1,419.0% | +1,372.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CPB.
Daily Out/Under-Performance
Portfolio return minus CPB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPB 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 CPB 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