+822.0%
MU vs LSCC
+18.7%
+803.3%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.5% | -8.6% | -8.9% | -12.4% |
| 7D | -29.7% | -4.8% | -24.9% | -27.7% |
| 30D | -37.2% | -27.1% | -10.1% | -24.7% |
| 3M | -26.5% | -23.6% | -2.9% | -14.7% |
| 6M | +2.6% | -19.8% | +22.4% | +19.6% |
| YTD | +130.1% | +33.2% | +96.9% | +102.3% |
| 1Y | +176.7% | +55.2% | +121.5% | +124.2% |
| 3Y | +813.1% | +70.1% | +743.0% | +551.2% |
| 5Y | +822.0% | +19.5% | +802.4% | +588.1% |
| All | +822.0% | +18.7% | +803.3% | +588.1% |
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 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