+1,795.0%
LSCC vs FTV
+77.3%
+1,717.7%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.8% | +2.1% | +2.0% |
| 7D | +5.2% | -0.4% | +5.6% | +5.5% |
| 30D | -9.6% | -8.3% | -1.3% | -3.0% |
| 3M | -17.8% | -7.4% | -10.4% | -13.7% |
| 6M | +37.4% | -1.2% | +38.6% | +36.4% |
| YTD | +59.7% | +2.7% | +57.0% | +49.7% |
| 1Y | +76.2% | +18.4% | +57.8% | +45.3% |
| 3Y | +28.2% | -2.0% | +30.2% | +28.0% |
| 5Y | +87.2% | +3.4% | +83.8% | +80.0% |
| 10Y | +1,795.0% | +78.5% | +1,716.5% | +1,355.5% |
| All | +1,795.0% | +77.3% | +1,717.7% | +1,355.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FTV.
Daily Out/Under-Performance
Portfolio return minus FTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FTV 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 10y: compounded portfolio wealth divided by compounded FTV 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…
10y analysis · Full analysis span regression · 6 months rolling