+68.0%
LSCC vs SPXU
-21.6%
+89.6%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.1% | -0.7% | +7.9% | +6.4% |
| 7D | +13.0% | +7.6% | +5.4% | +22.7% |
| 30D | -19.8% | +17.5% | -37.3% | -3.2% |
| 3M | -18.4% | +14.7% | -33.1% | -2.8% |
| 6M | -16.1% | -0.1% | -16.1% | -7.8% |
| YTD | +42.7% | -19.8% | +62.5% | +33.9% |
| 1Y | +68.0% | -23.7% | +91.7% | +55.0% |
| All | +68.0% | -21.6% | +89.6% | +55.0% |
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