+44,693.1%
SCHW vs LSCC
+10,474.1%
+34,219.0%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -5.5% | +6.8% | +2.7% |
| 7D | +1.6% | +7.0% | -5.4% | -0.4% |
| 30D | -3.9% | -2.3% | -1.6% | -4.5% |
| 3M | -15.3% | -12.5% | -2.8% | -14.2% |
| 6M | +2.3% | -10.6% | +12.9% | +0.5% |
| YTD | -6.0% | +52.7% | -58.7% | -21.3% |
| 1Y | -1.2% | +74.0% | -75.2% | -20.3% |
| 3Y | +78.8% | +104.8% | -26.0% | +27.9% |
| 5Y | +20.8% | +36.2% | -15.4% | -9.9% |
| 10Y | +192.3% | +1,355.3% | -1,163.0% | +3.8% |
| All | +44,693.1% | +10,474.1% | +34,219.0% | +7,561.3% |
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