+1,751.4%
LSCC vs SUI
+110.1%
+1,641.4%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.3% | +2.3% | +2.1% |
| 7D | +1.3% | -2.8% | +4.1% | +2.6% |
| 30D | -9.7% | -1.2% | -8.5% | -9.3% |
| 3M | -23.7% | -1.7% | -22.0% | -24.2% |
| 6M | +26.5% | -10.5% | +37.0% | +31.4% |
| YTD | +57.5% | -1.8% | +59.4% | +56.1% |
| 1Y | +75.7% | -4.1% | +79.8% | +75.4% |
| 3Y | +19.5% | +11.3% | +8.2% | +7.4% |
| 5Y | +83.8% | -32.1% | +115.9% | +110.8% |
| All | +1,751.4% | +110.1% | +1,641.4% | +1,449.2% |
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