+779.7%
MSCI vs LSCC
+1,398.6%
-618.9%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +8.4% | -7.6% | -1.0% |
| 7D | +1.5% | +19.3% | -17.9% | -2.8% |
| 30D | +14.4% | -9.6% | +24.0% | +16.0% |
| 3M | +15.2% | -12.4% | +27.6% | +16.8% |
| 6M | +11.2% | -10.5% | +21.7% | +9.1% |
| YTD | +13.9% | +54.8% | -40.9% | -5.8% |
| 1Y | +12.5% | +79.4% | -66.9% | -11.2% |
| 3Y | +32.3% | +109.6% | -77.3% | -10.3% |
| 5Y | +4.9% | +40.4% | -35.5% | -23.9% |
| 10Y | +779.7% | +1,379.1% | -599.4% | +230.8% |
| All | +779.7% | +1,398.6% | -618.9% | +230.8% |
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