+4,609.2%
MU vs LSCC
+1,498.6%
+3,110.6%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +10.4% | +1.5% | +6.1% |
| 7D | +2.0% | +14.5% | -12.5% | -4.7% |
| 30D | -18.0% | -0.1% | -17.9% | -18.1% |
| 3M | -6.6% | -2.7% | -3.9% | -5.9% |
| 6M | +2.0% | -4.8% | +6.8% | +6.8% |
| YTD | +184.5% | +66.9% | +117.6% | +120.5% |
| 1Y | +236.9% | +85.8% | +151.0% | +146.4% |
| 3Y | +987.0% | +115.6% | +871.4% | +585.6% |
| 5Y | +1,014.6% | +48.8% | +965.8% | +676.3% |
| 10Y | +4,609.2% | +1,490.3% | +3,118.9% | +849.8% |
| All | +4,609.2% | +1,498.6% | +3,110.6% | +849.8% |
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