+82.0%
LSCC vs SIRI
-44.4%
+126.4%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -2.6% | +4.6% | +2.7% |
| 7D | +1.3% | +1.6% | -0.3% | +0.8% |
| 30D | -9.7% | -4.7% | -5.0% | -8.6% |
| 3M | -23.7% | +5.3% | -29.0% | -25.2% |
| 6M | +26.5% | +30.5% | -4.0% | +16.8% |
| YTD | +57.5% | +49.6% | +7.9% | +40.0% |
| 1Y | +75.7% | +28.5% | +47.2% | +62.0% |
| 3Y | +19.5% | -27.5% | +46.9% | +19.0% |
| All | +82.0% | -44.4% | +126.4% | +106.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SIRI.
Daily Out/Under-Performance
Portfolio return minus SIRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIRI 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 5y: compounded portfolio wealth divided by compounded SIRI 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…
5y analysis · Full analysis span regression · 6 months rolling