+94.4%
QQQ vs LSCC
+85.6%
+8.8%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.4% | -1.5% | -0.5% |
| 7D | +1.5% | +5.2% | -3.7% | 0.0% |
| 30D | -0.6% | -9.6% | +9.0% | +2.1% |
| 3M | +0.4% | -17.8% | +18.2% | +5.2% |
| 6M | +20.1% | +37.4% | -17.4% | +6.9% |
| YTD | +17.2% | +59.7% | -42.5% | -1.4% |
| 1Y | +24.7% | +76.2% | -51.5% | +0.9% |
| 3Y | +96.2% | +28.2% | +68.0% | +64.2% |
| 5Y | +94.4% | +87.2% | +7.2% | +25.7% |
| All | +94.4% | +85.6% | +8.8% | +25.7% |
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