+61.3%
MDT vs LSCC
+1,498.6%
-1,437.3%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +10.4% | -10.3% | -1.1% |
| 7D | -3.2% | +14.5% | -17.7% | -4.7% |
| 30D | +10.5% | -0.1% | +10.6% | +10.0% |
| 3M | +13.0% | -2.7% | +15.6% | +12.4% |
| 6M | +38.7% | -4.8% | +43.5% | +36.7% |
| YTD | +8.5% | +66.9% | -58.4% | -1.6% |
| 1Y | +10.0% | +85.8% | -75.8% | -1.8% |
| 3Y | +58.6% | +115.6% | -57.0% | +32.3% |
| 5Y | -0.3% | +48.8% | -49.1% | -15.8% |
| 10Y | +61.3% | +1,490.3% | -1,429.0% | -14.8% |
| All | +61.3% | +1,498.6% | -1,437.3% | -14.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling