+5,638.8%
LSCC vs SPXU
-100.0%
+5,738.8%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.1% | -0.7% | +7.9% | +6.7% |
| 7D | +13.0% | +7.6% | +5.4% | +18.7% |
| 30D | -19.8% | +17.5% | -37.3% | -10.7% |
| 3M | -18.4% | +14.7% | -33.1% | -9.6% |
| 6M | -16.1% | -0.1% | -16.1% | -10.7% |
| YTD | +42.7% | -19.8% | +62.5% | +39.7% |
| 1Y | +68.0% | -23.7% | +91.7% | +61.6% |
| 3Y | +85.8% | -79.5% | +165.3% | +14.0% |
| 5Y | +28.0% | -81.9% | +109.9% | -0.2% |
| 10Y | +1,255.1% | -99.5% | +1,354.6% | +215.7% |
| All | +5,638.8% | -100.0% | +5,738.8% | +182.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling