+1,794.6%
LSCC vs QSR
+207.3%
+1,587.3%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.4% | -1.2% | +11.6% | +10.9% |
| 7D | +14.5% | -2.2% | +16.7% | +15.4% |
| 30D | -0.1% | +7.8% | -7.8% | -3.8% |
| 3M | -2.7% | +5.5% | -8.1% | -6.0% |
| 6M | -4.8% | -0.2% | -4.6% | -6.6% |
| YTD | +66.9% | +15.4% | +51.4% | +51.8% |
| 1Y | +85.8% | +15.3% | +70.5% | +69.1% |
| 3Y | +115.6% | +23.7% | +91.9% | +86.0% |
| 5Y | +48.8% | +60.4% | -11.6% | +13.4% |
| 10Y | +1,490.3% | +142.2% | +1,348.1% | +886.0% |
| All | +1,794.6% | +207.3% | +1,587.3% | +976.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling