+1,073.8%
PSX vs LSCC
+1,494.0%
-420.1%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -8.6% | +3.7% | -3.3% |
| 7D | -9.7% | -4.8% | -4.9% | -9.2% |
| 30D | -8.4% | -27.1% | +18.7% | -3.8% |
| 3M | +22.6% | -23.6% | +46.2% | +27.1% |
| 6M | +38.8% | -19.8% | +58.6% | +40.2% |
| YTD | +95.5% | +33.2% | +62.2% | +76.3% |
| 1Y | +87.1% | +55.2% | +31.9% | +63.4% |
| 3Y | +133.5% | +70.1% | +63.4% | +91.1% |
| 5Y | +280.9% | +19.5% | +261.4% | +215.3% |
| 10Y | +356.6% | +1,164.9% | -808.3% | +131.3% |
| All | +1,073.8% | +1,494.0% | -420.1% | +392.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling