+345.8%
PSX vs LSCC
+1,398.6%
-1,052.7%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +8.4% | -5.5% | +1.4% |
| 7D | -8.0% | +19.3% | -27.3% | -11.2% |
| 30D | -9.0% | -9.6% | +0.6% | -7.9% |
| 3M | +24.7% | -12.4% | +37.2% | +26.3% |
| 6M | +49.3% | -10.5% | +59.8% | +47.8% |
| YTD | +100.2% | +54.8% | +45.4% | +73.1% |
| 1Y | +88.8% | +79.4% | +9.5% | +57.7% |
| 3Y | +152.5% | +109.6% | +42.9% | +92.5% |
| 5Y | +283.2% | +40.4% | +242.8% | +198.7% |
| 10Y | +345.8% | +1,379.1% | -1,033.3% | +88.2% |
| All | +345.8% | +1,398.6% | -1,052.7% | +88.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling