+495.0%
NDAQ vs LSCC
+1,486.2%
-991.1%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +10.4% | -10.7% | -1.7% |
| 7D | 0.0% | +14.5% | -14.5% | -2.1% |
| 30D | +16.3% | -0.1% | +16.4% | +15.6% |
| 3M | +15.8% | -2.7% | +18.5% | +15.1% |
| 6M | +24.8% | -4.8% | +29.6% | +22.7% |
| YTD | +14.1% | +66.9% | -52.8% | +1.0% |
| 1Y | +26.5% | +85.8% | -59.3% | +9.8% |
| 3Y | +119.1% | +115.6% | +3.6% | +75.6% |
| 5Y | +70.9% | +48.8% | +22.1% | +38.8% |
| All | +495.0% | +1,486.2% | -991.1% | +208.8% |
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