+69.6%
LSCC vs SPXU
-30.4%
+100.0%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -4.9% | +6.1% | -3.7% |
| 7D | +3.0% | +2.2% | +0.8% | +6.0% |
| 30D | -19.3% | +3.8% | -23.0% | -14.8% |
| 3M | -22.3% | +3.3% | -25.6% | -17.4% |
| 6M | -14.6% | -16.7% | +2.1% | -21.6% |
| YTD | +45.8% | -28.6% | +74.4% | +20.7% |
| 1Y | +69.6% | -30.6% | +100.2% | +40.0% |
| All | +69.6% | -30.4% | +100.0% | +40.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 1y: compounded portfolio wealth divided by compounded SPXU 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…
1y analysis · Full analysis span regression · 6 months rolling