+102.4%
LSCC vs ZYBT
-60.2%
+162.6%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZYBT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | 0.0% | -5.5% | -5.5% |
| 7D | +7.0% | 0.0% | +7.0% | +7.0% |
| 30D | -2.3% | -2.0% | -0.3% | -2.3% |
| 3M | -12.5% | -2.0% | -10.6% | -12.5% |
| 6M | -10.6% | +56.4% | -67.0% | -11.2% |
| YTD | +52.7% | +30.4% | +22.3% | +50.5% |
| 1Y | +74.0% | -30.2% | +104.2% | +77.1% |
| All | +102.4% | -60.2% | +162.6% | +86.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling