+376.1%
SMTC vs LSCC
+1,498.6%
-1,122.4%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.3% | +10.4% | 0.0% | +4.1% |
| 7D | +12.9% | +14.5% | -1.6% | +5.4% |
| 30D | -25.6% | -0.1% | -25.5% | -24.5% |
| 3M | -4.5% | -2.7% | -1.9% | -0.5% |
| 6M | -8.3% | -4.8% | -3.5% | -1.3% |
| YTD | +69.9% | +66.9% | +3.1% | +32.0% |
| 1Y | +73.9% | +85.8% | -11.9% | +27.3% |
| 3Y | +757.7% | +115.6% | +642.1% | +444.8% |
| 5Y | +38.7% | +48.8% | -10.1% | +0.7% |
| 10Y | +376.1% | +1,490.3% | -1,114.2% | +29.3% |
| All | +376.1% | +1,498.6% | -1,122.4% | +29.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling