+52,550.4%
SCHW vs LSCC
+10,808.2%
+41,742.1%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +2.0% | -3.0% | -1.5% |
| 7D | -0.8% | +1.3% | -2.1% | -1.1% |
| 30D | +1.5% | -9.7% | +11.1% | +3.8% |
| 3M | +24.6% | -23.7% | +48.3% | +30.3% |
| 6M | +14.5% | +26.5% | -11.9% | +3.6% |
| YTD | +10.5% | +57.5% | -47.0% | -6.6% |
| 1Y | +13.4% | +75.7% | -62.3% | -7.7% |
| 3Y | +88.3% | +19.5% | +68.8% | +56.7% |
| 5Y | +62.1% | +83.8% | -21.7% | +13.3% |
| 10Y | +297.3% | +1,772.4% | -1,475.1% | +33.1% |
| All | +52,550.4% | +10,808.2% | +41,742.1% | +8,994.7% |
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 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