+95.3%
LSCC vs IBN
+57.6%
+37.8%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.2% | -3.6% | -2.8% |
| 7D | +5.0% | +15.8% | -10.7% | -0.5% |
| 30D | -11.7% | +25.1% | -36.8% | -19.3% |
| 3M | -13.3% | +16.0% | -29.3% | -18.1% |
| 6M | -12.5% | +32.8% | -45.3% | -22.5% |
| YTD | +51.2% | +18.0% | +33.2% | +40.0% |
| 1Y | +65.9% | +15.9% | +50.0% | +54.6% |
| 3Y | +95.3% | +57.6% | +37.7% | +60.3% |
| All | +95.3% | +57.6% | +37.8% | +60.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling