+80.5%
OSCR vs LSCC
+82.7%
-2.3%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -1.7% | -2.1% | -3.2% |
| 7D | +4.7% | +1.4% | +3.3% | +4.3% |
| 30D | +14.8% | -10.0% | +24.8% | +18.3% |
| 3M | +16.7% | -16.1% | +32.8% | +20.5% |
| 6M | +127.5% | +27.4% | +100.1% | +98.7% |
| YTD | +121.0% | +56.9% | +64.1% | +77.2% |
| 1Y | +58.4% | +74.6% | -16.2% | +20.8% |
| 3Y | +392.4% | +26.0% | +366.4% | +293.7% |
| 5Y | +80.5% | +86.1% | -5.7% | -0.8% |
| All | +80.5% | +82.7% | -2.3% | -0.8% |
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 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