+48.9%
LSCC vs PODD
-52.6%
+101.5%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.4% | +1.3% | +9.0% | +9.9% |
| 7D | +14.5% | -9.1% | +23.6% | +18.0% |
| 30D | -0.1% | +7.3% | -7.4% | -2.6% |
| 3M | -2.7% | +3.7% | -6.3% | -4.8% |
| 6M | -4.8% | -2.7% | -2.1% | -7.4% |
| YTD | +66.9% | -47.2% | +114.1% | +106.1% |
| 1Y | +85.8% | -54.0% | +139.9% | +142.3% |
| 3Y | +115.6% | -3.3% | +118.8% | +94.6% |
| All | +48.9% | -52.6% | +101.5% | +88.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PODD.
Daily Out/Under-Performance
Portfolio return minus PODD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PODD 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 PODD 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