+69.6%
LSCC vs MOH
+53.5%
+16.1%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +8.9% | -7.7% | +2.1% |
| 7D | +3.0% | +14.3% | -11.3% | +4.4% |
| 30D | -19.3% | +16.7% | -36.0% | -18.0% |
| 3M | -22.3% | +18.3% | -40.6% | -21.0% |
| 6M | -14.6% | +15.8% | -30.4% | -13.1% |
| YTD | +45.8% | +30.5% | +15.3% | +46.9% |
| 1Y | +69.6% | +49.3% | +20.4% | +65.5% |
| All | +69.6% | +53.5% | +16.1% | +65.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MOH.
Daily Out/Under-Performance
Portfolio return minus MOH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOH 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 1y: compounded portfolio wealth divided by compounded MOH 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…
1y analysis · Full analysis span regression · 6 months rolling