-45.2%
MDB vs LSCC
+18.7%
-63.9%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | -8.6% | +1.4% | -3.3% |
| 7D | -20.9% | -4.8% | -16.1% | -19.3% |
| 30D | -15.6% | -27.1% | +11.5% | -3.0% |
| 3M | -19.1% | -23.6% | +4.5% | -10.2% |
| 6M | +14.2% | -19.8% | +34.0% | +17.4% |
| YTD | -27.4% | +33.2% | -60.7% | -45.7% |
| 1Y | -13.0% | +55.2% | -68.3% | -40.4% |
| 3Y | -11.2% | +70.1% | -81.3% | -51.5% |
| 5Y | -45.2% | +19.5% | -64.7% | -65.6% |
| All | -45.2% | +18.7% | -63.9% | -65.6% |
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