+77.6%
PBR vs LSCC
+75.5%
+2.1%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +1.4% | +2.2% | +3.5% |
| 7D | +2.5% | +5.2% | -2.7% | +2.3% |
| 30D | +19.4% | -9.6% | +29.0% | +19.8% |
| 3M | +20.8% | -17.8% | +38.6% | +21.4% |
| 6M | +23.5% | +37.4% | -14.0% | +19.5% |
| YTD | +83.4% | +59.7% | +23.7% | +77.7% |
| 1Y | +77.6% | +76.2% | +1.3% | +73.7% |
| All | +77.6% | +75.5% | +2.1% | +73.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling