+1,433.1%
LSCC vs FND
+69.4%
+1,363.7%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.1% | -0.4% | +7.6% | +7.3% |
| 7D | +13.0% | +7.7% | +5.3% | +9.2% |
| 30D | -19.8% | +11.9% | -31.7% | -24.3% |
| 3M | -18.4% | -14.6% | -3.8% | -14.2% |
| 6M | -16.1% | +0.5% | -16.6% | -19.1% |
| YTD | +42.7% | -15.8% | +58.6% | +46.8% |
| 1Y | +68.0% | -12.9% | +80.9% | +70.0% |
| 3Y | +85.8% | -34.2% | +120.0% | +106.4% |
| 5Y | +28.0% | -61.6% | +89.6% | +68.2% |
| All | +1,433.1% | +69.4% | +1,363.7% | +1,187.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling