+11.1%
PL vs LSCC
+18.7%
-7.6%
-85.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.1% | -8.6% | -1.5% | -6.2% |
| 7D | -20.5% | -4.8% | -15.7% | -18.9% |
| 30D | -38.8% | -27.1% | -11.7% | -29.7% |
| 3M | -49.1% | -23.6% | -25.5% | -43.1% |
| 6M | -69.4% | -19.8% | -49.6% | -66.0% |
| YTD | -42.3% | +33.2% | -75.6% | -50.2% |
| 1Y | -14.2% | +55.2% | -69.4% | -30.7% |
| 3Y | +398.7% | +70.1% | +328.6% | +247.8% |
| 5Y | +11.1% | +19.5% | -8.4% | -23.6% |
| All | +11.1% | +18.7% | -7.6% | -23.6% |
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