+10,370.6%
LSCC vs HRB
+3,493.9%
+6,876.7%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | 0.0% | -2.3% | -2.3% |
| 7D | +5.0% | -4.0% | +9.1% | +6.2% |
| 30D | -11.7% | +15.8% | -27.5% | -17.0% |
| 3M | -13.3% | +12.0% | -25.3% | -18.5% |
| 6M | -12.5% | +40.7% | -53.3% | -25.7% |
| YTD | +51.2% | +21.0% | +30.2% | +30.9% |
| 1Y | +65.9% | +11.7% | +54.2% | +47.8% |
| 3Y | +95.3% | +25.0% | +70.4% | +61.5% |
| 5Y | +38.6% | +141.0% | -102.4% | -13.0% |
| 10Y | +1,352.3% | +241.3% | +1,111.1% | +586.5% |
| All | +10,370.6% | +3,493.9% | +6,876.7% | +1,336.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling