+1,351.6%
LSCC vs IBN
+385.6%
+966.0%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | +0.4% | -5.8% | -5.6% |
| 7D | +7.0% | +1.9% | +5.1% | +6.2% |
| 30D | -2.3% | +22.1% | -24.4% | -10.6% |
| 3M | -12.5% | +17.1% | -29.6% | -18.5% |
| 6M | -10.6% | +35.5% | -46.1% | -21.9% |
| YTD | +52.7% | +16.8% | +35.9% | +42.2% |
| 1Y | +74.0% | +12.4% | +61.6% | +64.6% |
| 3Y | +104.8% | +58.0% | +46.8% | +65.4% |
| 5Y | +36.2% | +73.7% | -37.5% | +6.7% |
| All | +1,351.6% | +385.6% | +966.0% | +770.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 IBN 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