+1,795.0%
LSCC vs MDY
+170.4%
+1,624.6%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.7% | +2.0% | +2.3% |
| 7D | +5.2% | +1.0% | +4.2% | +3.7% |
| 30D | -9.6% | -3.1% | -6.5% | -5.4% |
| 3M | -17.8% | +1.8% | -19.6% | -18.8% |
| 6M | +37.4% | +10.8% | +26.6% | +23.3% |
| YTD | +59.7% | +14.4% | +45.2% | +38.0% |
| 1Y | +76.2% | +15.2% | +61.0% | +51.9% |
| 3Y | +28.2% | +51.2% | -23.0% | -16.6% |
| 5Y | +87.2% | +47.2% | +40.0% | +33.4% |
| 10Y | +1,795.0% | +171.1% | +1,623.9% | +756.9% |
| All | +1,795.0% | +170.4% | +1,624.6% | +756.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 10y: compounded portfolio wealth divided by compounded MDY 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…
10y analysis · Full analysis span regression · 6 months rolling