+65.9%
LSCC vs FGI
+45.2%
+20.7%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.1% | -2.2% | -2.3% |
| 7D | +5.0% | -4.1% | +9.1% | +5.1% |
| 30D | -11.7% | -3.4% | -8.4% | -11.7% |
| 3M | -13.3% | +61.8% | -75.1% | -16.1% |
| 6M | -12.5% | +17.0% | -29.6% | -14.5% |
| YTD | +51.2% | +31.4% | +19.8% | +43.8% |
| 1Y | +65.9% | +42.7% | +23.2% | +57.2% |
| All | +65.9% | +45.2% | +20.7% | +57.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FGI.
Daily Out/Under-Performance
Portfolio return minus FGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FGI 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 1y: compounded portfolio wealth divided by compounded FGI 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…
1y analysis · Full analysis span regression · 6 months rolling