+1,412.2%
LSCC vs MDY
+2,617.6%
-1,205.4%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.4% | +3.2% | +5.3% | +3.8% |
| 7D | +19.3% | +0.7% | +18.7% | +18.8% |
| 30D | -9.6% | +1.3% | -11.0% | -10.7% |
| 3M | -12.4% | -4.1% | -8.3% | -5.7% |
| 6M | -10.5% | +1.0% | -11.4% | -9.0% |
| YTD | +54.8% | +13.3% | +41.5% | +35.5% |
| 1Y | +79.4% | +15.7% | +63.6% | +52.7% |
| 3Y | +109.6% | +59.6% | +50.0% | +20.8% |
| 5Y | +40.4% | +36.3% | +4.0% | +7.5% |
| 10Y | +1,379.1% | +173.6% | +1,205.5% | +295.3% |
| All | +1,412.2% | +2,617.6% | -1,205.4% | -85.1% |
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 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