+62.6%
NDAQ vs LSCC
+26.3%
+36.3%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +7.1% | -6.9% | -0.5% |
| 7D | +0.8% | +13.0% | -12.1% | -0.5% |
| 30D | +16.5% | -19.8% | +36.3% | +18.9% |
| 3M | +13.5% | -18.4% | +31.9% | +15.3% |
| 6M | +20.9% | -16.1% | +37.0% | +20.8% |
| YTD | +11.4% | +42.7% | -31.3% | +2.2% |
| 1Y | +25.9% | +68.0% | -42.1% | +12.5% |
| 3Y | +119.9% | +85.8% | +34.0% | +83.5% |
| All | +62.6% | +26.3% | +36.3% | +38.6% |
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