+69.8%
LSCC vs IT
-17.3%
+87.1%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.4% | +0.5% | +8.0% | +8.6% |
| 7D | +19.3% | -18.8% | +38.1% | +13.4% |
| 30D | -9.6% | -0.1% | -9.6% | -9.6% |
| 3M | -12.4% | +2.9% | -15.3% | -11.1% |
| 6M | -10.5% | +20.4% | -30.9% | -3.2% |
| YTD | +54.8% | -24.3% | +79.1% | +68.2% |
| All | +69.8% | -17.3% | +87.1% | +78.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IT.
Daily Out/Under-Performance
Portfolio return minus IT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IT 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 IT 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