+237.3%
P vs LSCC
+18.7%
+218.6%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.4% | -8.6% | -7.8% | -12.4% |
| 7D | -31.9% | -4.8% | -27.1% | -30.2% |
| 30D | -36.5% | -27.1% | -9.4% | -26.4% |
| 3M | +11.6% | -23.6% | +35.2% | +26.1% |
| 6M | +25.2% | -19.8% | +45.0% | +37.5% |
| YTD | +39.4% | +33.2% | +6.2% | +20.4% |
| 1Y | -3.7% | +55.2% | -58.9% | -23.2% |
| 3Y | +167.3% | +70.1% | +97.2% | +90.2% |
| 5Y | +237.3% | +19.5% | +217.8% | +163.9% |
| All | +237.3% | +18.7% | +218.6% | +163.9% |
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