+1,351.6%
LSCC vs SPXU
-99.5%
+1,451.0%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | +1.2% | -6.7% | -4.8% |
| 7D | +7.0% | -7.6% | +14.5% | +3.0% |
| 30D | -2.3% | +5.3% | -7.6% | +3.2% |
| 3M | -12.5% | +9.6% | -22.2% | -4.6% |
| 6M | -10.6% | -4.5% | -6.1% | -6.6% |
| YTD | +52.7% | -25.9% | +78.6% | +43.7% |
| 1Y | +74.0% | -28.9% | +102.8% | +61.3% |
| 3Y | +104.8% | -80.5% | +185.3% | +21.7% |
| 5Y | +36.2% | -83.4% | +119.6% | +0.1% |
| All | +1,351.6% | -99.5% | +1,451.0% | +361.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling