+3.8%
SGOV vs LSCC
+72.9%
-69.1%
0.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.0% | -2.0% | 0.0% |
| 7D | +0.1% | +1.3% | -1.2% | +0.1% |
| 30D | +0.3% | -9.7% | +10.0% | +0.3% |
| 3M | +1.0% | -23.7% | +24.7% | +0.9% |
| 6M | +1.9% | +26.5% | -24.6% | +1.9% |
| YTD | +2.5% | +57.5% | -55.0% | +2.5% |
| 1Y | +3.8% | +75.7% | -71.9% | +3.9% |
| All | +3.8% | +72.9% | -69.1% | +3.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling