+1,490.3%
LSCC vs MDY
+173.8%
+1,316.5%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.4% | +0.8% | +9.6% | +9.2% |
| 7D | +14.5% | +0.2% | +14.3% | +14.8% |
| 30D | -0.1% | +2.1% | -2.2% | -2.2% |
| 3M | -2.7% | -3.6% | +1.0% | +3.9% |
| 6M | -4.8% | +1.7% | -6.5% | -4.1% |
| YTD | +66.9% | +13.8% | +53.0% | +46.9% |
| 1Y | +85.8% | +15.5% | +70.3% | +60.7% |
| 3Y | +115.6% | +58.3% | +57.3% | +34.0% |
| 5Y | +48.8% | +37.4% | +11.4% | +14.9% |
| 10Y | +1,490.3% | +171.0% | +1,319.3% | +626.1% |
| All | +1,490.3% | +173.8% | +1,316.5% | +626.1% |
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