+35.1%
LSCC vs DKS
+26.5%
+8.7%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | +2.8% | -8.2% | -6.7% |
| 7D | +7.0% | +6.3% | +0.7% | +4.1% |
| 30D | -2.3% | +9.3% | -11.6% | -7.1% |
| 3M | -12.5% | -25.3% | +12.8% | -4.4% |
| 6M | -10.6% | -29.2% | +18.6% | -0.9% |
| YTD | +52.7% | -22.7% | +75.4% | +61.4% |
| 1Y | +74.0% | -30.1% | +104.1% | +93.6% |
| 3Y | +104.8% | +45.6% | +59.2% | +53.4% |
| All | +35.1% | +26.5% | +8.7% | -9.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling