+2,781.3%
MSCI vs LSCC
+2,514.1%
+267.2%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -8.6% | +5.9% | -0.6% |
| 7D | +6.0% | -4.8% | +10.9% | +6.9% |
| 30D | +18.2% | -27.1% | +45.3% | +26.7% |
| 3M | +15.1% | -23.6% | +38.7% | +21.0% |
| 6M | +13.7% | -19.8% | +33.6% | +14.6% |
| YTD | +15.6% | +33.2% | -17.6% | -0.9% |
| 1Y | +16.3% | +55.2% | -38.9% | -4.9% |
| 3Y | +36.9% | +70.1% | -33.2% | -0.9% |
| 5Y | +6.3% | +19.5% | -13.2% | -18.6% |
| 10Y | +823.0% | +1,164.9% | -341.9% | +236.4% |
| All | +2,781.3% | +2,514.1% | +267.2% | +387.7% |
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