+409.9%
MCK vs LSCC
+33.9%
+376.0%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -5.5% | +7.9% | +2.2% |
| 7D | +4.0% | +7.0% | -3.0% | +4.3% |
| 30D | +12.9% | -2.3% | +15.2% | +13.0% |
| 3M | +28.9% | -12.5% | +41.4% | +28.6% |
| 6M | +49.9% | -10.6% | +60.5% | +49.9% |
| YTD | +34.8% | +52.7% | -17.8% | +36.4% |
| 1Y | +30.8% | +74.0% | -43.1% | +32.7% |
| 3Y | +137.4% | +104.8% | +32.7% | +142.2% |
| All | +409.9% | +33.9% | +376.0% | +426.8% |
Cumulative growth
Daily Returns
Daily percentage return beside LSCC.
Daily Out/Under-Performance
Portfolio return minus LSCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LSCC 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 LSCC 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