+1,864.7%
LSCC vs SCCO
+1,155.1%
+709.6%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +4.9% | -3.6% | -1.4% |
| 7D | +5.2% | +3.4% | +1.8% | +3.2% |
| 30D | -9.6% | +6.6% | -16.3% | -13.4% |
| 3M | -17.8% | +24.5% | -42.3% | -27.6% |
| 6M | +37.4% | +16.5% | +20.9% | +24.9% |
| YTD | +59.7% | +52.1% | +7.6% | +22.7% |
| 1Y | +76.2% | +114.2% | -37.9% | +11.3% |
| 3Y | +28.2% | +207.4% | -179.2% | -34.4% |
| 5Y | +87.2% | +353.7% | -266.5% | -23.6% |
| All | +1,864.7% | +1,155.1% | +709.6% | +467.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SCCO.
Daily Out/Under-Performance
Portfolio return minus SCCO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SCCO 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 SCCO 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