+21.2%
LSCC vs PTC
-3.9%
+25.1%
-60.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -6.0% | +8.0% | +4.1% |
| 7D | +1.3% | -10.3% | +11.6% | +5.2% |
| 30D | -9.7% | +1.1% | -10.8% | -10.8% |
| 3M | -23.7% | +1.6% | -25.3% | -25.0% |
| 6M | +26.5% | -13.5% | +40.0% | +36.5% |
| YTD | +57.5% | -19.1% | +76.6% | +76.5% |
| 1Y | +75.7% | -33.9% | +109.6% | +130.9% |
| All | +21.2% | -3.9% | +25.1% | +9.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling