+6,233.3%
LSCC vs SPXU
-100.0%
+6,333.3%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.3% | +0.7% | +2.7% |
| 7D | +1.3% | -0.1% | +1.4% | +1.3% |
| 30D | -9.7% | +0.8% | -10.5% | -9.1% |
| 3M | -23.7% | -4.7% | -19.0% | -23.3% |
| 6M | +26.5% | -29.6% | +56.1% | +11.2% |
| YTD | +57.5% | -29.9% | +87.4% | +39.7% |
| 1Y | +75.7% | -39.1% | +114.8% | +47.7% |
| 3Y | +19.5% | -80.0% | +99.5% | -29.2% |
| 5Y | +83.8% | -86.0% | +169.8% | +23.3% |
| 10Y | +1,772.4% | -99.5% | +1,871.9% | +320.4% |
| All | +6,233.3% | -100.0% | +6,333.3% | +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