+69.6%
LSCC vs PTC
+0.1%
+69.5%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.6% | +0.7% | +1.4% |
| 7D | +3.0% | +0.1% | +2.8% | +3.0% |
| 30D | -19.3% | +1.5% | -20.8% | -19.1% |
| 3M | -22.3% | +37.8% | -60.0% | -16.8% |
| 6M | -14.6% | +41.2% | -55.8% | -3.5% |
| YTD | +45.8% | +12.0% | +33.7% | +67.0% |
| 1Y | +69.6% | +1.6% | +68.0% | +101.4% |
| All | +69.6% | +0.1% | +69.5% | +101.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PTC.
Daily Out/Under-Performance
Portfolio return minus PTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTC 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 PTC 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