+1,351.6%
LSCC vs DAR
+311.7%
+1,039.9%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | +1.1% | -6.6% | -5.9% |
| 7D | +7.0% | +11.6% | -4.6% | +2.4% |
| 30D | -2.3% | -10.2% | +7.9% | +2.2% |
| 3M | -12.5% | -14.8% | +2.3% | -7.2% |
| 6M | -10.6% | -10.1% | -0.5% | -7.7% |
| YTD | +52.7% | +55.5% | -2.8% | +24.8% |
| 1Y | +74.0% | +61.7% | +12.3% | +39.6% |
| 3Y | +104.8% | +37.2% | +67.6% | +66.9% |
| 5Y | +36.2% | -26.9% | +63.2% | +41.0% |
| All | +1,351.6% | +311.7% | +1,039.9% | +671.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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