+1,830.6%
LSCC vs TDY
+455.3%
+1,375.3%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.6% | -0.1% | -0.6% |
| 7D | +1.4% | -1.8% | +3.2% | +2.7% |
| 30D | -10.0% | -13.8% | +3.7% | +0.1% |
| 3M | -16.1% | -3.9% | -12.2% | -12.9% |
| 6M | +27.4% | -9.0% | +36.4% | +38.2% |
| YTD | +56.9% | +16.5% | +40.4% | +43.0% |
| 1Y | +74.6% | +9.3% | +65.3% | +66.4% |
| 3Y | +26.0% | +45.1% | -19.1% | +0.4% |
| 5Y | +86.1% | +35.0% | +51.1% | +57.4% |
| 10Y | +1,830.6% | +469.0% | +1,361.6% | +910.5% |
| All | +1,830.6% | +455.3% | +1,375.3% | +910.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TDY.
Daily Out/Under-Performance
Portfolio return minus TDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TDY 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 TDY 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