+1,294.5%
LSCC vs MDY
+2,534.4%
-1,239.9%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.1% | +0.6% | +6.5% | +6.2% |
| 7D | +13.0% | -1.7% | +14.6% | +16.2% |
| 30D | -19.8% | -0.9% | -18.9% | -18.3% |
| 3M | -18.4% | -5.7% | -12.7% | -10.0% |
| 6M | -16.1% | -2.9% | -13.2% | -9.8% |
| YTD | +42.7% | +9.8% | +32.9% | +30.5% |
| 1Y | +68.0% | +13.5% | +54.5% | +46.9% |
| 3Y | +85.8% | +51.9% | +33.9% | +14.8% |
| 5Y | +28.0% | +32.0% | -4.0% | +2.6% |
| 10Y | +1,255.1% | +176.5% | +1,078.6% | +255.2% |
| All | +1,294.5% | +2,534.4% | -1,239.9% | -85.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling