+1,352.3%
LSCC vs SBAC
+103.9%
+1,248.5%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.6% | -2.9% | -2.5% |
| 7D | +5.0% | +3.6% | +1.4% | +3.8% |
| 30D | -11.7% | +4.9% | -16.6% | -13.4% |
| 3M | -13.3% | +6.5% | -19.8% | -15.6% |
| 6M | -12.5% | -11.1% | -1.4% | -10.4% |
| YTD | +51.2% | +0.9% | +50.3% | +46.3% |
| 1Y | +65.9% | -1.6% | +67.5% | +62.1% |
| 3Y | +95.3% | -7.0% | +102.3% | +86.2% |
| 5Y | +38.6% | -39.2% | +77.8% | +60.7% |
| 10Y | +1,352.3% | +111.4% | +1,241.0% | +1,167.6% |
| All | +1,352.3% | +103.9% | +1,248.5% | +1,167.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SBAC.
Daily Out/Under-Performance
Portfolio return minus SBAC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SBAC 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 SBAC 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