+785.4%
MSCI vs LSCC
+1,244.7%
-459.3%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +7.1% | -9.4% | -3.9% |
| 7D | +2.8% | +13.0% | -10.1% | -0.2% |
| 30D | +15.4% | -19.8% | +35.2% | +20.2% |
| 3M | +13.4% | -18.4% | +31.8% | +16.9% |
| 6M | +10.9% | -16.1% | +27.0% | +10.3% |
| YTD | +13.0% | +42.7% | -29.8% | -4.8% |
| 1Y | +12.0% | +68.0% | -56.0% | -10.2% |
| 3Y | +34.1% | +85.8% | -51.7% | -6.1% |
| 5Y | +3.9% | +28.0% | -24.1% | -22.9% |
| All | +785.4% | +1,244.7% | -459.3% | +241.1% |
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