+75.2%
SPY vs LSCC
+50.4%
+24.8%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +10.4% | -9.0% | -0.7% |
| 7D | -0.9% | +14.5% | -15.4% | -3.7% |
| 30D | -2.4% | -0.1% | -2.3% | -3.0% |
| 3M | -1.2% | -2.7% | +1.5% | -1.7% |
| 6M | +3.3% | -4.8% | +8.1% | +1.8% |
| YTD | +12.3% | +66.9% | -54.6% | -3.2% |
| 1Y | +12.4% | +85.8% | -73.4% | -5.6% |
| 3Y | +78.8% | +115.6% | -36.8% | +35.7% |
| 5Y | +75.2% | +48.8% | +26.4% | +33.8% |
| All | +75.2% | +50.4% | +24.8% | +33.8% |
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