+1,379.1%
LSCC vs IBN
+368.7%
+1,010.4%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.4% | +1.7% | +6.8% | +7.8% |
| 7D | +19.3% | +14.6% | +4.7% | +12.7% |
| 30D | -9.6% | +23.5% | -33.2% | -17.6% |
| 3M | -12.4% | +14.0% | -26.4% | -17.5% |
| 6M | -10.5% | +31.1% | -41.6% | -20.6% |
| YTD | +54.8% | +16.6% | +38.2% | +44.3% |
| 1Y | +79.4% | +14.9% | +64.5% | +68.3% |
| 3Y | +109.6% | +56.9% | +52.7% | +70.0% |
| 5Y | +40.4% | +69.7% | -29.3% | +10.9% |
| 10Y | +1,379.1% | +365.4% | +1,013.7% | +792.7% |
| All | +1,379.1% | +368.7% | +1,010.4% | +792.7% |
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