+48.9%
LSCC vs FND
-60.7%
+109.6%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.4% | -0.7% | +11.1% | +10.7% |
| 7D | +14.5% | -4.4% | +18.9% | +17.3% |
| 30D | -0.1% | +14.5% | -14.6% | -7.8% |
| 3M | -2.7% | -15.6% | +12.9% | +4.5% |
| 6M | -4.8% | +4.7% | -9.5% | -11.2% |
| YTD | +66.9% | -16.1% | +83.0% | +72.2% |
| 1Y | +85.8% | -16.0% | +101.9% | +91.1% |
| 3Y | +115.6% | -35.5% | +151.1% | +140.0% |
| All | +48.9% | -60.7% | +109.6% | +131.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling