+3,137.7%
LSCC vs SUI
+4,142.3%
-1,004.6%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +5.2% | -3.9% | -1.4% |
| 7D | +3.0% | +10.0% | -7.1% | -2.3% |
| 30D | -19.3% | +8.4% | -27.7% | -23.3% |
| 3M | -22.3% | +0.7% | -22.9% | -23.6% |
| 6M | -14.6% | -0.9% | -13.7% | -16.6% |
| YTD | +45.8% | +0.6% | +45.1% | +40.7% |
| 1Y | +69.6% | +0.8% | +68.9% | +63.6% |
| 3Y | +86.1% | +15.5% | +70.6% | +61.6% |
| 5Y | +30.7% | -25.9% | +56.6% | +43.4% |
| 10Y | +1,283.9% | +119.5% | +1,164.3% | +685.5% |
| All | +3,137.7% | +4,142.3% | -1,004.6% | +482.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling