+1,352.3%
LSCC vs UUUU
+399.3%
+953.1%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -7.8% | +5.5% | -0.6% |
| 7D | +5.0% | -6.9% | +11.9% | +6.8% |
| 30D | -11.7% | -32.3% | +20.6% | -3.9% |
| 3M | -13.3% | -52.8% | +39.5% | +1.5% |
| 6M | -12.5% | -68.5% | +55.9% | +11.1% |
| YTD | +51.2% | -53.6% | +104.8% | +72.7% |
| 1Y | +65.9% | -59.1% | +125.0% | +93.0% |
| 3Y | +95.3% | -14.7% | +110.0% | +76.8% |
| 5Y | +38.6% | -35.4% | +74.1% | +24.5% |
| 10Y | +1,352.3% | +378.0% | +974.3% | +797.0% |
| All | +1,352.3% | +399.3% | +953.1% | +797.0% |
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