+40.4%
LSCC vs ZBRA
-45.3%
+85.7%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.4% | +1.5% | +7.0% | +7.6% |
| 7D | +19.3% | -9.5% | +28.9% | +25.7% |
| 30D | -9.6% | -15.6% | +6.0% | -0.5% |
| 3M | -12.4% | -13.2% | +0.8% | -5.2% |
| 6M | -10.5% | +44.5% | -55.0% | -31.7% |
| YTD | +54.8% | +34.5% | +20.2% | +21.4% |
| 1Y | +79.4% | +25.9% | +53.5% | +47.0% |
| 3Y | +109.6% | +61.3% | +48.3% | +39.4% |
| 5Y | +40.4% | -45.2% | +85.5% | +127.1% |
| All | +40.4% | -45.3% | +85.7% | +127.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBRA.
Daily Out/Under-Performance
Portfolio return minus ZBRA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBRA 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 ZBRA 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