+10,808.2%
LSCC vs PTC
+6,346.6%
+4,461.6%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -6.0% | +8.0% | +4.4% |
| 7D | +1.3% | -10.3% | +11.6% | +5.5% |
| 30D | -9.7% | +1.1% | -10.8% | -10.6% |
| 3M | -23.7% | +1.6% | -25.3% | -26.2% |
| 6M | +26.5% | -13.5% | +40.0% | +29.4% |
| YTD | +57.5% | -19.1% | +76.6% | +64.2% |
| 1Y | +75.7% | -33.9% | +109.6% | +98.5% |
| 3Y | +19.5% | -3.9% | +23.4% | +17.0% |
| 5Y | +83.8% | +6.0% | +77.7% | +76.8% |
| 10Y | +1,772.4% | +223.7% | +1,548.6% | +1,049.5% |
| All | +10,808.2% | +6,346.6% | +4,461.6% | +1,207.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling