+191.7%
PH vs LSCC
+18.7%
+173.0%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -8.6% | +6.6% | +0.3% |
| 7D | -3.9% | -4.8% | +0.9% | -2.9% |
| 30D | -9.4% | -27.1% | +17.7% | -2.0% |
| 3M | -10.3% | -23.6% | +13.3% | -4.6% |
| 6M | +2.7% | -19.8% | +22.5% | +5.5% |
| YTD | +2.1% | +33.2% | -31.1% | -10.8% |
| 1Y | +16.2% | +55.2% | -39.0% | -3.2% |
| 3Y | +129.3% | +70.1% | +59.2% | +72.5% |
| 5Y | +191.7% | +19.5% | +172.2% | +123.4% |
| All | +191.7% | +18.7% | +173.0% | +123.4% |
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