+68.0%
LSCC vs SUI
-0.1%
+68.1%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.1% | -1.5% | +8.6% | +6.2% |
| 7D | +13.0% | +6.2% | +6.7% | +17.2% |
| 30D | -19.8% | +8.6% | -28.4% | -15.6% |
| 3M | -18.4% | +1.0% | -19.4% | -16.7% |
| 6M | -16.1% | -2.6% | -13.5% | -14.0% |
| YTD | +42.7% | -0.1% | +42.9% | +45.1% |
| 1Y | +68.0% | +0.5% | +67.5% | +71.0% |
| All | +68.0% | -0.1% | +68.1% | +71.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling