+1,855.7%
LSCC vs DKS
+6,430.5%
-4,574.8%
-91.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.1% | -0.2% | +7.3% | +7.2% |
| 7D | +13.0% | -2.1% | +15.1% | +13.6% |
| 30D | -19.8% | +7.3% | -27.2% | -22.6% |
| 3M | -18.4% | -28.4% | +10.0% | -11.3% |
| 6M | -16.1% | -36.9% | +20.8% | -5.0% |
| YTD | +42.7% | -27.3% | +70.0% | +53.2% |
| 1Y | +68.0% | -33.2% | +101.2% | +86.3% |
| 3Y | +85.8% | +32.2% | +53.7% | +57.6% |
| 5Y | +28.0% | +22.3% | +5.8% | +7.2% |
| 10Y | +1,255.1% | +230.5% | +1,024.6% | +572.0% |
| All | +1,855.7% | +6,430.5% | -4,574.8% | +305.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling