+1,815.1%
LSCC vs FWONK
+339.5%
+1,475.6%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.4% | +0.3% | -0.5% |
| 7D | +0.4% | -1.5% | +2.0% | +1.1% |
| 30D | -9.5% | -6.8% | -2.7% | -6.9% |
| 3M | -13.8% | +7.7% | -21.5% | -17.4% |
| 6M | +24.5% | +11.0% | +13.5% | +17.2% |
| YTD | +55.1% | -3.1% | +58.2% | +54.7% |
| 1Y | +72.5% | -3.5% | +76.0% | +71.7% |
| 3Y | +24.5% | +44.6% | -20.1% | +1.5% |
| 5Y | +81.8% | +98.3% | -16.4% | +30.9% |
| All | +1,815.1% | +339.5% | +1,475.6% | +1,027.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FWONK.
Daily Out/Under-Performance
Portfolio return minus FWONK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FWONK 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 FWONK 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