+88.3%
LSCC vs FGI
-70.3%
+158.7%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.6% | 0.0% | -8.6% | -8.6% |
| 7D | -4.8% | -11.6% | +6.8% | -4.5% |
| 30D | -27.1% | -3.3% | -23.8% | -27.1% |
| 3M | -23.6% | +65.6% | -89.2% | -26.6% |
| 6M | -19.8% | -2.8% | -17.0% | -21.7% |
| YTD | +33.2% | +30.1% | +3.1% | +26.3% |
| 1Y | +55.2% | +50.2% | +5.1% | +45.7% |
| 3Y | +70.1% | -0.4% | +70.5% | +55.9% |
| All | +88.3% | -70.3% | +158.7% | +87.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling