+191.0%
LSCC vs IBN
+1,726.4%
-1,535.4%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.1% | +4.2% | +2.9% | +5.8% |
| 7D | +13.0% | +15.1% | -2.1% | +7.7% |
| 30D | -19.8% | +21.6% | -41.5% | -25.2% |
| 3M | -18.4% | +11.2% | -29.6% | -21.6% |
| 6M | -16.1% | +27.8% | -43.9% | -23.2% |
| YTD | +42.7% | +14.7% | +28.1% | +35.8% |
| 1Y | +68.0% | +14.4% | +53.6% | +60.0% |
| 3Y | +85.8% | +52.1% | +33.7% | +59.3% |
| 5Y | +28.0% | +70.7% | -42.7% | +7.0% |
| 10Y | +1,255.1% | +385.5% | +869.6% | +660.1% |
| All | +191.0% | +1,726.4% | -1,535.4% | -23.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling