+1,237.5%
LSCC vs MOH
+1,396.4%
-158.9%
-91.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -0.2% | -5.3% | -5.4% |
| 7D | +7.0% | +0.2% | +6.7% | +6.9% |
| 30D | -2.3% | +0.1% | -2.4% | -2.7% |
| 3M | -12.5% | +1.8% | -14.4% | -13.6% |
| 6M | -10.6% | +9.1% | -19.7% | -14.0% |
| YTD | +52.7% | +20.7% | +32.0% | +39.9% |
| 1Y | +74.0% | +51.3% | +22.7% | +50.6% |
| 3Y | +104.8% | -42.0% | +146.8% | +111.5% |
| 5Y | +36.2% | -33.1% | +69.4% | +33.3% |
| 10Y | +1,355.3% | +340.8% | +1,014.6% | +695.6% |
| All | +1,237.5% | +1,396.4% | -158.9% | +325.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling