+6.3%
MSCI vs LSCC
+18.7%
-12.4%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -8.6% | +5.9% | -1.3% |
| 7D | +6.0% | -4.8% | +10.9% | +6.7% |
| 30D | +18.2% | -27.1% | +45.3% | +24.1% |
| 3M | +15.1% | -23.6% | +38.7% | +19.3% |
| 6M | +13.7% | -19.8% | +33.6% | +13.9% |
| YTD | +15.6% | +33.2% | -17.6% | +0.7% |
| 1Y | +16.3% | +55.2% | -38.9% | -2.9% |
| 3Y | +36.9% | +70.1% | -33.2% | -0.1% |
| 5Y | +6.3% | +19.5% | -13.2% | -18.2% |
| All | +6.3% | +18.7% | -12.4% | -18.2% |
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