+25.5%
LSCC vs IBN
+68.5%
-43.0%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.1% | +4.2% | +2.9% | +4.4% |
| 7D | +13.0% | +15.1% | -2.1% | +2.6% |
| 30D | -19.8% | +21.6% | -41.5% | -30.5% |
| 3M | -18.4% | +11.2% | -29.6% | -24.7% |
| 6M | -16.1% | +27.8% | -43.9% | -30.4% |
| YTD | +42.7% | +14.7% | +28.1% | +28.0% |
| 1Y | +68.0% | +14.4% | +53.6% | +51.0% |
| 3Y | +85.8% | +52.1% | +33.7% | +22.8% |
| All | +25.5% | +68.5% | -43.0% | -27.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling