+1,236.1%
LSCC vs IBN
+367.6%
+868.5%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.1% | +4.2% | +2.9% | +5.4% |
| 7D | +13.0% | +15.1% | -2.1% | +6.5% |
| 30D | -19.8% | +21.6% | -41.5% | -26.5% |
| 3M | -18.4% | +11.2% | -29.6% | -22.3% |
| 6M | -16.1% | +27.8% | -43.9% | -24.9% |
| YTD | +42.7% | +14.7% | +28.1% | +33.9% |
| 1Y | +68.0% | +14.4% | +53.6% | +57.9% |
| 3Y | +85.8% | +52.1% | +33.7% | +52.7% |
| 5Y | +28.0% | +70.7% | -42.7% | +1.2% |
| All | +1,236.1% | +367.6% | +868.5% | +712.2% |
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