+85.8%
LSCC vs IBN
+15.0%
+70.8%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.4% | -0.4% | +10.8% | +10.5% |
| 7D | +14.5% | +11.1% | +3.3% | +9.3% |
| 30D | -0.1% | +23.9% | -23.9% | -10.8% |
| 3M | -2.7% | +16.3% | -19.0% | -9.2% |
| 6M | -4.8% | +34.2% | -39.0% | -21.8% |
| YTD | +66.9% | +17.6% | +49.3% | +45.9% |
| 1Y | +85.8% | +13.8% | +72.0% | +67.4% |
| All | +85.8% | +15.0% | +70.8% | +67.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling