+1,236.1%
LSCC vs CPB
-38.3%
+1,274.5%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.1% | -1.3% | +8.4% | +7.0% |
| 7D | +13.0% | +8.0% | +5.0% | +13.6% |
| 30D | -19.8% | +22.4% | -42.2% | -18.6% |
| 3M | -18.4% | +2.5% | -20.9% | -17.7% |
| 6M | -16.1% | +12.2% | -28.3% | -15.3% |
| YTD | +42.7% | -12.8% | +55.5% | +44.6% |
| 1Y | +68.0% | -19.2% | +87.2% | +70.4% |
| 3Y | +85.8% | -35.6% | +121.4% | +87.8% |
| 5Y | +28.0% | -31.4% | +59.5% | +27.8% |
| All | +1,236.1% | -38.3% | +1,274.5% | +1,231.7% |
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