+1,351.6%
LSCC vs PTC
+312.5%
+1,039.1%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -0.1% | -5.3% | -5.4% |
| 7D | +7.0% | +0.5% | +6.5% | +6.7% |
| 30D | -2.3% | +1.2% | -3.5% | -2.9% |
| 3M | -12.5% | +27.4% | -39.9% | -26.8% |
| 6M | -10.6% | +39.2% | -49.8% | -31.6% |
| YTD | +52.7% | +12.5% | +40.2% | +31.3% |
| 1Y | +74.0% | +12.3% | +61.7% | +49.6% |
| 3Y | +104.8% | +28.8% | +76.0% | +58.6% |
| 5Y | +36.2% | +60.9% | -24.6% | -7.1% |
| All | +1,351.6% | +312.5% | +1,039.1% | +609.9% |
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