+1,795.0%
LSCC vs DKS
+196.9%
+1,598.1%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -4.9% | +6.2% | +3.0% |
| 7D | +5.2% | -0.4% | +5.6% | +5.3% |
| 30D | -9.6% | -36.6% | +27.0% | +2.4% |
| 3M | -17.8% | -37.6% | +19.8% | -6.9% |
| 6M | +37.4% | -32.1% | +69.5% | +50.9% |
| YTD | +59.7% | -32.3% | +92.0% | +75.7% |
| 1Y | +76.2% | -39.5% | +115.7% | +101.1% |
| 3Y | +28.2% | +27.7% | +0.5% | +15.0% |
| 5Y | +87.2% | +15.0% | +72.2% | +65.9% |
| 10Y | +1,795.0% | +192.6% | +1,602.4% | +1,074.8% |
| All | +1,795.0% | +196.9% | +1,598.1% | +1,074.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DKS.
Daily Out/Under-Performance
Portfolio return minus DKS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DKS 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 DKS 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