+9,994.1%
LSCC vs DOC
+2,934.4%
+7,059.7%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +3.1% | -1.9% | -0.1% |
| 7D | +3.0% | +8.7% | -5.8% | -0.8% |
| 30D | -19.3% | +7.6% | -26.9% | -22.2% |
| 3M | -22.3% | -5.3% | -17.0% | -21.0% |
| 6M | -14.6% | +27.6% | -42.2% | -25.0% |
| YTD | +45.8% | +32.4% | +13.4% | +25.5% |
| 1Y | +69.6% | +22.9% | +46.8% | +50.7% |
| 3Y | +86.1% | +43.1% | +43.0% | +53.0% |
| 5Y | +30.7% | -21.4% | +52.1% | +39.5% |
| 10Y | +1,283.9% | +16.8% | +1,267.0% | +1,055.4% |
| All | +9,994.1% | +2,934.4% | +7,059.7% | +1,962.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 DOC 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