+1,351.6%
LSCC vs CPB
-38.9%
+1,390.4%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | +3.2% | -8.6% | -5.2% |
| 7D | +7.0% | -1.6% | +8.5% | +6.9% |
| 30D | -2.3% | +19.2% | -21.5% | -1.0% |
| 3M | -12.5% | -0.9% | -11.6% | -11.9% |
| 6M | -10.6% | +15.2% | -25.8% | -9.7% |
| YTD | +52.7% | -13.1% | +65.8% | +54.6% |
| 1Y | +74.0% | -22.4% | +96.4% | +76.5% |
| 3Y | +104.8% | -35.3% | +140.1% | +106.9% |
| 5Y | +36.2% | -33.0% | +69.2% | +36.2% |
| All | +1,351.6% | -38.9% | +1,390.4% | +1,349.4% |
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