+1,830.6%
LSCC vs MKTX
+7.4%
+1,823.2%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MKTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | 0.0% | -1.7% | -1.7% |
| 7D | +1.4% | +0.3% | +1.1% | +1.3% |
| 30D | -10.0% | +1.0% | -11.0% | -10.3% |
| 3M | -16.1% | +40.8% | -56.9% | -25.2% |
| 6M | +27.4% | -10.9% | +38.3% | +30.4% |
| YTD | +56.9% | -8.6% | +65.5% | +58.8% |
| 1Y | +74.6% | -11.6% | +86.1% | +77.7% |
| 3Y | +26.0% | -24.5% | +50.5% | +27.1% |
| 5Y | +86.1% | -60.7% | +146.8% | +139.5% |
| 10Y | +1,830.6% | +5.1% | +1,825.5% | +1,951.2% |
| All | +1,830.6% | +7.4% | +1,823.2% | +1,951.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MKTX.
Daily Out/Under-Performance
Portfolio return minus MKTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKTX 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 MKTX 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