+6,337.0%
SO vs LSCC
+9,126.4%
-2,789.3%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -8.6% | +8.8% | +0.5% |
| 7D | +0.4% | -4.8% | +5.2% | +0.5% |
| 30D | +9.2% | -27.1% | +36.3% | +10.2% |
| 3M | +1.1% | -23.6% | +24.7% | +1.8% |
| 6M | -1.1% | -19.8% | +18.8% | -0.8% |
| YTD | +9.7% | +33.2% | -23.6% | +7.8% |
| 1Y | +5.5% | +55.2% | -49.8% | +3.1% |
| 3Y | +47.0% | +70.1% | -23.1% | +41.5% |
| 5Y | +77.6% | +19.5% | +58.1% | +71.2% |
| 10Y | +181.0% | +1,164.9% | -983.9% | +145.4% |
| All | +6,337.0% | +9,126.4% | -2,789.3% | +4,776.2% |
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