+44,849.9%
SCHW vs LSCC
+10,474.1%
+34,375.8%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -5.5% | +7.2% | +3.1% |
| 7D | +2.0% | +7.0% | -5.0% | 0.0% |
| 30D | -3.6% | -2.3% | -1.3% | -4.1% |
| 3M | -15.0% | -12.5% | -2.5% | -13.9% |
| 6M | +2.6% | -10.6% | +13.2% | +0.8% |
| YTD | -5.7% | +52.7% | -58.4% | -21.0% |
| 1Y | -0.9% | +74.0% | -74.9% | -20.0% |
| 3Y | +79.4% | +104.8% | -25.4% | +28.3% |
| 5Y | +21.2% | +36.2% | -15.0% | -9.6% |
| 10Y | +193.3% | +1,355.3% | -1,162.0% | +4.1% |
| All | +44,849.9% | +10,474.1% | +34,375.8% | +7,587.8% |
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