+1,352.3%
LSCC vs QSR
+130.9%
+1,221.5%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.1% | -2.5% | -2.4% |
| 7D | +5.0% | +4.5% | +0.6% | +2.9% |
| 30D | -11.7% | +9.4% | -21.2% | -15.7% |
| 3M | -13.3% | +7.5% | -20.8% | -17.0% |
| 6M | -12.5% | -0.8% | -11.7% | -13.9% |
| YTD | +51.2% | +16.9% | +34.3% | +36.2% |
| 1Y | +65.9% | +16.3% | +49.6% | +49.7% |
| 3Y | +95.3% | +25.3% | +70.1% | +66.0% |
| 5Y | +38.6% | +60.4% | -21.8% | +3.4% |
| 10Y | +1,352.3% | +139.2% | +1,213.1% | +863.2% |
| All | +1,352.3% | +130.9% | +1,221.5% | +863.2% |
Cumulative growth
Daily Returns
Daily percentage return beside QSR.
Daily Out/Under-Performance
Portfolio return minus QSR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QSR 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 QSR 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