+87.2%
LSCC vs UUUU
+118.2%
-31.0%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.0% | +0.3% | +1.1% |
| 7D | +5.2% | +2.8% | +2.4% | +4.4% |
| 30D | -9.6% | +3.4% | -13.0% | -10.8% |
| 3M | -17.8% | -3.9% | -13.9% | -17.2% |
| 6M | +37.4% | -23.2% | +60.6% | +44.3% |
| YTD | +59.7% | +0.6% | +59.1% | +52.5% |
| 1Y | +76.2% | +22.9% | +53.4% | +51.8% |
| 3Y | +28.2% | +98.6% | -70.5% | -14.6% |
| 5Y | +87.2% | +130.2% | -43.0% | +13.1% |
| All | +87.2% | +118.2% | -31.0% | +13.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling