+3,873.3%
MRSH vs LSCC
+10,474.1%
-6,600.8%
-67.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -5.5% | +6.5% | +1.6% |
| 7D | +1.4% | +7.0% | -5.5% | +0.6% |
| 30D | +16.5% | -2.3% | +18.8% | +16.0% |
| 3M | +10.8% | -12.5% | +23.3% | +11.3% |
| 6M | +32.1% | -10.6% | +42.7% | +30.8% |
| YTD | +14.5% | +52.7% | -38.2% | +5.3% |
| 1Y | +15.5% | +74.0% | -58.5% | +4.5% |
| 3Y | +9.3% | +104.8% | -95.4% | -6.9% |
| 5Y | +35.1% | +36.2% | -1.2% | +17.4% |
| 10Y | +263.2% | +1,355.3% | -1,092.1% | +127.2% |
| All | +3,873.3% | +10,474.1% | -6,600.8% | +1,600.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling