+109.6%
LSCC vs SCCO
+187.0%
-77.5%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.4% | +5.2% | +3.2% | +5.1% |
| 7D | +19.3% | -0.9% | +20.2% | +20.1% |
| 30D | -9.6% | -15.0% | +5.4% | +0.5% |
| 3M | -12.4% | -9.1% | -3.3% | -7.2% |
| 6M | -10.5% | -0.9% | -9.6% | -10.3% |
| YTD | +54.8% | +29.7% | +25.1% | +26.6% |
| 1Y | +79.4% | +38.2% | +41.2% | +40.9% |
| 3Y | +109.6% | +191.5% | -81.9% | +11.3% |
| All | +109.6% | +187.0% | -77.5% | +11.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling