+85.8%
LSCC vs UUUU
-18.4%
+104.2%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.1% | +1.1% | +6.1% | +6.9% |
| 7D | +13.0% | -13.6% | +26.6% | +16.8% |
| 30D | -19.8% | -35.1% | +15.3% | -11.5% |
| 3M | -18.4% | -48.4% | +30.0% | -5.8% |
| 6M | -16.1% | -71.7% | +55.6% | +8.1% |
| YTD | +42.7% | -54.2% | +96.9% | +65.0% |
| 1Y | +68.0% | -56.0% | +124.0% | +94.6% |
| 3Y | +85.8% | -13.1% | +98.9% | +52.2% |
| All | +85.8% | -18.4% | +104.2% | +52.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling