+68.0%
LSCC vs PTC
+5.5%
+62.5%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.1% | +0.2% | +6.9% | +7.2% |
| 7D | +13.0% | -0.2% | +13.2% | +12.9% |
| 30D | -19.8% | +0.8% | -20.6% | -19.7% |
| 3M | -18.4% | +32.1% | -50.5% | -13.4% |
| 6M | -16.1% | +42.6% | -58.7% | -4.4% |
| YTD | +42.7% | +12.0% | +30.8% | +63.9% |
| 1Y | +68.0% | +12.2% | +55.9% | +93.5% |
| All | +68.0% | +5.5% | +62.5% | +93.5% |
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