+707.9%
P vs LSCC
+1,398.6%
-690.7%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +8.4% | -2.2% | +2.5% |
| 7D | -9.6% | +19.3% | -28.9% | -16.3% |
| 30D | -33.4% | -9.6% | -23.8% | -30.2% |
| 3M | +14.2% | -12.4% | +26.6% | +20.8% |
| 6M | +31.6% | -10.5% | +42.0% | +37.1% |
| YTD | +53.5% | +54.8% | -1.3% | +24.0% |
| 1Y | +14.2% | +79.4% | -65.2% | -14.4% |
| 3Y | +190.5% | +109.6% | +80.9% | +90.2% |
| 5Y | +256.3% | +40.4% | +216.0% | +155.0% |
| 10Y | +707.9% | +1,379.1% | -671.2% | +143.2% |
| All | +707.9% | +1,398.6% | -690.7% | +143.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling