+105.7%
LSCC vs ZYBT
-57.8%
+163.5%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZYBT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.3% | -2.4% | -1.1% |
| 7D | +0.4% | -2.5% | +2.9% | +0.5% |
| 30D | -9.5% | -1.2% | -8.3% | -9.5% |
| 3M | -13.8% | +76.7% | -90.4% | -14.6% |
| 6M | +24.5% | +103.6% | -79.1% | +20.4% |
| YTD | +55.1% | +38.3% | +16.9% | +52.9% |
| 1Y | +72.5% | -84.7% | +157.2% | +87.7% |
| All | +105.7% | -57.8% | +163.5% | +89.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ZYBT.
Daily Out/Under-Performance
Portfolio return minus ZYBT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZYBT 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 ZYBT 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