+50.6%
OMC vs LSCC
+42.8%
+7.8%
-33.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -3.2% | +0.9% | -1.9% |
| 7D | -0.3% | +21.2% | -21.5% | -2.8% |
| 30D | +10.6% | -1.9% | +12.5% | +10.4% |
| 3M | +2.6% | -8.1% | +10.7% | +2.8% |
| 6M | +16.6% | -5.2% | +21.9% | +14.4% |
| YTD | +10.9% | +61.5% | -50.6% | -2.7% |
| 1Y | +22.1% | +81.3% | -59.2% | +4.5% |
| 3Y | +27.5% | +108.7% | -81.2% | -0.6% |
| 5Y | +50.6% | +44.1% | +6.5% | +10.4% |
| All | +50.6% | +42.8% | +7.8% | +10.4% |
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