+53.5%
PNC vs LSCC
+82.7%
-29.2%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.0% | -1.8% | -0.2% |
| 7D | +1.4% | +1.3% | +0.1% | +1.2% |
| 30D | -3.8% | -9.7% | +5.8% | -2.2% |
| 3M | +9.0% | -23.7% | +32.7% | +12.9% |
| 6M | +16.6% | +26.5% | -9.8% | +8.9% |
| YTD | +20.4% | +57.5% | -37.1% | +6.9% |
| 1Y | +22.3% | +75.7% | -53.3% | +5.6% |
| 3Y | +124.5% | +19.5% | +105.1% | +98.3% |
| All | +53.5% | +82.7% | -29.2% | +14.0% |
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