+87.2%
LSCC vs ZBRA
-39.4%
+126.6%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -2.8% | +4.2% | +3.0% |
| 7D | +5.2% | +2.6% | +2.6% | +3.6% |
| 30D | -9.6% | -6.4% | -3.3% | -6.1% |
| 3M | -17.8% | +51.3% | -69.1% | -37.8% |
| 6M | +37.4% | +60.5% | -23.1% | -1.0% |
| YTD | +59.7% | +45.2% | +14.5% | +20.2% |
| 1Y | +76.2% | +12.3% | +63.9% | +55.6% |
| 3Y | +28.2% | +37.5% | -9.3% | -4.7% |
| 5Y | +87.2% | -39.2% | +126.4% | +172.3% |
| All | +87.2% | -39.4% | +126.6% | +172.3% |
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