+47.2%
MMM vs LSCC
+18.7%
+28.5%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -8.6% | +5.4% | -2.0% |
| 7D | +5.9% | -4.8% | +10.7% | +6.4% |
| 30D | +14.7% | -27.1% | +41.8% | +19.5% |
| 3M | +3.6% | -23.6% | +27.2% | +6.8% |
| 6M | +32.7% | -19.8% | +52.6% | +34.4% |
| YTD | +18.9% | +33.2% | -14.3% | +10.3% |
| 1Y | +16.4% | +55.2% | -38.9% | +5.2% |
| 3Y | +159.8% | +70.1% | +89.7% | +119.5% |
| 5Y | +47.2% | +19.5% | +27.6% | +20.0% |
| All | +47.2% | +18.7% | +28.5% | +20.0% |
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