+1,147.2%
LSCC vs SUI
+118.9%
+1,028.3%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.6% | +0.7% | -9.3% | -8.9% |
| 7D | -4.8% | +8.8% | -13.6% | -8.3% |
| 30D | -27.1% | +8.9% | -36.0% | -30.3% |
| 3M | -23.6% | +2.0% | -25.6% | -25.0% |
| 6M | -19.8% | -0.6% | -19.2% | -21.4% |
| YTD | +33.2% | +1.3% | +31.9% | +29.0% |
| 1Y | +55.2% | +1.3% | +54.0% | +50.3% |
| 3Y | +70.1% | +16.3% | +53.8% | +48.8% |
| 5Y | +19.5% | -25.1% | +44.6% | +30.5% |
| All | +1,147.2% | +118.9% | +1,028.3% | +826.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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