+86.1%
LSCC vs MOH
-26.3%
+112.5%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.1% | -0.6% | -1.7% |
| 7D | +1.4% | -4.2% | +5.6% | +1.7% |
| 30D | -10.0% | -2.4% | -7.7% | -9.9% |
| 3M | -16.1% | -4.4% | -11.7% | -16.0% |
| 6M | +27.4% | +32.9% | -5.6% | +23.6% |
| YTD | +56.9% | +11.9% | +45.0% | +53.6% |
| 1Y | +74.6% | +6.9% | +67.6% | +70.7% |
| 3Y | +26.0% | -39.4% | +65.4% | +26.9% |
| 5Y | +86.1% | -25.0% | +111.1% | +68.7% |
| All | +86.1% | -26.3% | +112.5% | +68.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling