+1,815.1%
LSCC vs UUUU
+495.2%
+1,319.9%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -6.3% | +5.2% | +0.2% |
| 7D | +0.4% | -5.0% | +5.5% | +1.5% |
| 30D | -9.5% | -7.8% | -1.7% | -8.2% |
| 3M | -13.8% | -0.4% | -13.3% | -13.7% |
| 6M | +24.5% | -32.9% | +57.4% | +33.3% |
| YTD | +55.1% | -6.3% | +61.4% | +52.6% |
| 1Y | +72.5% | +7.9% | +64.6% | +59.9% |
| 3Y | +24.5% | +85.2% | -60.7% | -4.2% |
| 5Y | +81.8% | +97.0% | -15.2% | +32.3% |
| All | +1,815.1% | +495.2% | +1,319.9% | +962.8% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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