+504.3%
MUU vs LSCC
+57.8%
+446.5%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | +1.3% | -15.3% | -15.9% |
| 7D | -35.9% | +3.0% | -38.8% | -40.0% |
| 30D | -47.1% | -19.3% | -27.9% | -27.4% |
| 3M | -29.8% | -22.3% | -7.6% | +0.8% |
| 6M | +16.0% | -14.6% | +30.6% | +83.9% |
| YTD | +286.1% | +45.8% | +240.3% | +202.3% |
| 1Y | +504.3% | +69.6% | +434.7% | +331.1% |
| All | +504.3% | +57.8% | +446.5% | +331.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling