+43.2%
PBR vs LSCC
+83.2%
-39.9%
-31.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +10.4% | -12.9% | -2.4% |
| 7D | -9.1% | +14.5% | -23.6% | -9.0% |
| 30D | -29.9% | -0.1% | -29.8% | -29.6% |
| 3M | +2.3% | -2.7% | +5.0% | +2.8% |
| 6M | -10.9% | -4.8% | -6.1% | -10.5% |
| YTD | +56.9% | +66.9% | -10.0% | +53.9% |
| All | +43.2% | +83.2% | -39.9% | +41.1% |
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