+21.2%
LSCC vs FND
-49.4%
+70.6%
-60.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.7% | +0.3% | +1.2% |
| 7D | +1.3% | -5.2% | +6.5% | +3.7% |
| 30D | -9.7% | -19.9% | +10.2% | -0.6% |
| 3M | -23.7% | +2.7% | -26.4% | -26.8% |
| 6M | +26.5% | -21.7% | +48.2% | +37.9% |
| YTD | +57.5% | -17.5% | +75.0% | +64.9% |
| 1Y | +75.7% | -39.3% | +115.0% | +113.4% |
| All | +21.2% | -49.4% | +70.6% | +56.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 3y: compounded portfolio wealth divided by compounded FND 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…
3y analysis · Full analysis span regression · 6 months rolling