+1,272.2%
MUU vs LSCC
+121.0%
+1,151.2%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -5.5% | +0.2% | +2.5% |
| 7D | +24.7% | +7.0% | +17.7% | +15.1% |
| 30D | -35.1% | -2.3% | -32.8% | -30.7% |
| 3M | -44.3% | -12.5% | -31.7% | -30.5% |
| 6M | -44.4% | -10.6% | -33.8% | -17.8% |
| YTD | +244.9% | +52.7% | +192.2% | +170.2% |
| 1Y | +365.6% | +74.0% | +291.6% | +211.2% |
| All | +1,272.2% | +121.0% | +1,151.2% | +639.4% |
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