+264.7%
SU vs LSCC
+1,833.8%
-1,569.2%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.7% | +3.4% | +2.0% |
| 7D | +1.6% | +1.4% | +0.2% | +1.3% |
| 30D | +10.7% | -10.0% | +20.8% | +12.6% |
| 3M | +13.5% | -16.1% | +29.6% | +15.6% |
| 6M | +21.8% | +27.4% | -5.6% | +13.5% |
| YTD | +58.8% | +56.9% | +1.9% | +41.4% |
| 1Y | +72.0% | +74.6% | -2.5% | +48.9% |
| 3Y | +121.7% | +26.0% | +95.8% | +94.0% |
| 5Y | +350.4% | +86.1% | +264.3% | +241.8% |
| 10Y | +264.7% | +1,830.6% | -1,565.9% | +83.0% |
| All | +264.7% | +1,833.8% | -1,569.2% | +83.0% |
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