+1,490.3%
LSCC vs CPB
-40.1%
+1,530.4%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.4% | -1.2% | +11.6% | +10.3% |
| 7D | +14.5% | -4.1% | +18.6% | +14.2% |
| 30D | -0.1% | +16.9% | -17.0% | +1.1% |
| 3M | -2.7% | -0.6% | -2.1% | -2.1% |
| 6M | -4.8% | +11.4% | -16.2% | -4.1% |
| YTD | +66.9% | -14.8% | +81.7% | +68.7% |
| 1Y | +85.8% | -24.8% | +110.6% | +88.2% |
| 3Y | +115.6% | -36.6% | +152.2% | +117.4% |
| 5Y | +48.8% | -33.3% | +82.2% | +48.3% |
| 10Y | +1,490.3% | -40.4% | +1,530.7% | +1,484.8% |
| All | +1,490.3% | -40.1% | +1,530.4% | +1,484.8% |
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