-84.0%
OPEN vs LSCC
+82.7%
-166.7%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.0% | -1.4% | -0.7% |
| 7D | -4.3% | +1.3% | -5.6% | -5.1% |
| 30D | -16.2% | -9.7% | -6.6% | -11.1% |
| 3M | -36.4% | -23.7% | -12.7% | -26.4% |
| 6M | -35.5% | +26.5% | -61.9% | -49.8% |
| YTD | -46.0% | +57.5% | -103.5% | -65.2% |
| 1Y | -47.1% | +75.7% | -122.8% | -69.3% |
| 3Y | -19.0% | +19.5% | -38.5% | -43.0% |
| All | -84.0% | +82.7% | -166.7% | -92.3% |
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