+1,236.1%
LSCC vs SUI
+115.7%
+1,120.4%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.1% | -1.5% | +8.6% | +7.7% |
| 7D | +13.0% | +6.2% | +6.7% | +9.9% |
| 30D | -19.8% | +8.6% | -28.4% | -23.3% |
| 3M | -18.4% | +1.0% | -19.4% | -19.6% |
| 6M | -16.1% | -2.6% | -13.5% | -17.0% |
| YTD | +42.7% | -0.1% | +42.9% | +39.0% |
| 1Y | +68.0% | +0.5% | +67.5% | +63.1% |
| 3Y | +85.8% | +15.3% | +70.6% | +63.0% |
| 5Y | +28.0% | -26.1% | +54.2% | +40.6% |
| All | +1,236.1% | +115.7% | +1,120.4% | +898.4% |
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