+85.8%
LSCC vs HRB
+11.2%
+74.7%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.4% | 0.0% | +10.4% | +10.3% |
| 7D | +14.5% | -8.1% | +22.6% | +11.0% |
| 30D | -0.1% | +15.0% | -15.1% | +6.2% |
| 3M | -2.7% | +10.2% | -12.9% | +2.6% |
| 6M | -4.8% | +44.2% | -49.0% | +12.0% |
| YTD | +66.9% | +21.0% | +45.9% | +107.8% |
| 1Y | +85.8% | +12.0% | +73.9% | +142.6% |
| All | +85.8% | +11.2% | +74.7% | +142.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 1y: compounded portfolio wealth divided by compounded HRB 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…
1y analysis · Full analysis span regression · 6 months rolling