+2.9%
SPGI vs LSCC
+57.8%
-54.9%
-28.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +1.3% | +2.1% | +3.5% |
| 7D | +7.2% | +3.0% | +4.2% | +7.8% |
| 30D | +23.2% | -19.3% | +42.5% | +20.7% |
| 3M | +17.0% | -22.3% | +39.3% | +14.6% |
| 6M | +20.4% | -14.6% | +35.0% | +18.7% |
| YTD | -1.9% | +45.8% | -47.7% | -2.2% |
| 1Y | +2.9% | +69.6% | -66.7% | +1.2% |
| All | +2.9% | +57.8% | -54.9% | +1.2% |
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 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