-33.8%
OKTA vs LSCC
+36.6%
-70.4%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +8.4% | -3.2% | +2.2% |
| 7D | -3.9% | +19.3% | -23.3% | -9.9% |
| 30D | -23.5% | -9.6% | -13.9% | -21.1% |
| 3M | +19.7% | -12.4% | +32.1% | +23.2% |
| 6M | +111.6% | -10.5% | +122.1% | +110.2% |
| YTD | +105.4% | +54.8% | +50.6% | +57.4% |
| 1Y | +108.4% | +79.4% | +29.0% | +49.2% |
| 3Y | +167.8% | +109.6% | +58.2% | +54.9% |
| 5Y | -33.8% | +40.4% | -74.2% | -56.6% |
| All | -33.8% | +36.6% | -70.4% | -56.6% |
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