+171.6%
LSCC vs IBN
+1,653.1%
-1,481.5%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.6% | +4.1% | -12.7% | -9.9% |
| 7D | -4.8% | +11.7% | -16.5% | -8.4% |
| 30D | -27.1% | +16.1% | -43.2% | -31.0% |
| 3M | -23.6% | +7.0% | -30.6% | -25.7% |
| 6M | -19.8% | +26.1% | -45.9% | -26.3% |
| YTD | +33.2% | +10.1% | +23.2% | +28.4% |
| 1Y | +55.2% | +8.0% | +47.2% | +50.6% |
| 3Y | +70.1% | +46.0% | +24.1% | +47.7% |
| 5Y | +19.5% | +63.9% | -44.3% | +1.2% |
| 10Y | +1,164.9% | +366.1% | +798.8% | +618.7% |
| All | +171.6% | +1,653.1% | -1,481.5% | -27.7% |
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 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