+1,236.1%
LSCC vs PRU
+115.4%
+1,120.8%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.1% | -2.6% | +9.8% | +8.6% |
| 7D | +13.0% | +2.4% | +10.6% | +11.4% |
| 30D | -19.8% | +6.1% | -25.9% | -22.9% |
| 3M | -18.4% | -0.7% | -17.7% | -18.7% |
| 6M | -16.1% | +22.1% | -38.2% | -26.1% |
| YTD | +42.7% | +9.8% | +32.9% | +33.2% |
| 1Y | +68.0% | +19.4% | +48.7% | +49.7% |
| 3Y | +85.8% | +50.4% | +35.5% | +47.8% |
| 5Y | +28.0% | +37.2% | -9.1% | +6.8% |
| All | +1,236.1% | +115.4% | +1,120.8% | +819.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PRU.
Daily Out/Under-Performance
Portfolio return minus PRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PRU 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 PRU 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