+1,490.3%
LSCC vs PTC
+317.3%
+1,173.0%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.4% | -0.2% | +10.6% | +10.5% |
| 7D | +14.5% | +0.5% | +14.0% | +14.2% |
| 30D | -0.1% | +0.9% | -1.0% | -0.5% |
| 3M | -2.7% | +30.4% | -33.0% | -19.8% |
| 6M | -4.8% | +34.4% | -39.2% | -25.5% |
| YTD | +66.9% | +12.6% | +54.3% | +43.4% |
| 1Y | +85.8% | +10.2% | +75.7% | +61.8% |
| 3Y | +115.6% | +29.4% | +86.2% | +66.5% |
| 5Y | +48.8% | +63.7% | -14.9% | +0.5% |
| 10Y | +1,490.3% | +316.9% | +1,173.4% | +677.2% |
| All | +1,490.3% | +317.3% | +1,173.0% | +677.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling