+517.5%
SPMO vs LSCC
+1,791.9%
-1,274.4%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.4% | -0.9% | +0.2% |
| 7D | +3.4% | +5.2% | -1.8% | +2.2% |
| 30D | +0.5% | -9.6% | +10.2% | +2.8% |
| 3M | +1.9% | -17.8% | +19.7% | +6.1% |
| 6M | +27.8% | +37.4% | -9.6% | +18.2% |
| YTD | +26.7% | +59.7% | -33.0% | +12.5% |
| 1Y | +28.9% | +76.2% | -47.3% | +11.3% |
| 3Y | +160.7% | +28.2% | +132.5% | +127.8% |
| 5Y | +150.2% | +87.2% | +63.0% | +89.1% |
| 10Y | +517.5% | +1,795.0% | -1,277.5% | +191.7% |
| All | +517.5% | +1,791.9% | -1,274.4% | +191.7% |
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