+1,034.1%
LSCC vs DGX
+9,743.1%
-8,709.0%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DGX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | 0.0% | -5.4% | -5.5% |
| 7D | +7.0% | +1.6% | +5.4% | +6.4% |
| 30D | -2.3% | +11.2% | -13.5% | -6.2% |
| 3M | -12.5% | +10.4% | -22.9% | -16.1% |
| 6M | -10.6% | +37.1% | -47.7% | -21.5% |
| YTD | +52.7% | +52.1% | +0.6% | +28.5% |
| 1Y | +74.0% | +40.7% | +33.2% | +50.7% |
| 3Y | +104.8% | +107.6% | -2.8% | +51.5% |
| 5Y | +36.2% | +90.6% | -54.4% | +3.7% |
| 10Y | +1,355.3% | +287.9% | +1,067.4% | +726.6% |
| All | +1,034.1% | +9,743.1% | -8,709.0% | +200.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DGX.
Daily Out/Under-Performance
Portfolio return minus DGX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DGX 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 all: compounded portfolio wealth divided by compounded DGX 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…
all analysis · Full analysis span regression · 6 months rolling