+77.6%
SO vs LSCC
+18.7%
+58.9%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -8.6% | +8.8% | +0.1% |
| 7D | +0.4% | -4.8% | +5.2% | +0.3% |
| 30D | +9.2% | -27.1% | +36.3% | +8.9% |
| 3M | +1.1% | -23.6% | +24.7% | +0.8% |
| 6M | -1.1% | -19.8% | +18.8% | -1.3% |
| YTD | +9.7% | +33.2% | -23.6% | +9.7% |
| 1Y | +5.5% | +55.2% | -49.8% | +5.6% |
| 3Y | +47.0% | +70.1% | -23.1% | +46.7% |
| 5Y | +77.6% | +19.5% | +58.1% | +73.9% |
| All | +77.6% | +18.7% | +58.9% | +73.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling