+350.3%
SU vs LSCC
+85.6%
+264.7%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.4% | -0.5% | +0.7% |
| 7D | -1.0% | +5.2% | -6.2% | -1.6% |
| 30D | +13.7% | -9.6% | +23.3% | +15.0% |
| 3M | +8.0% | -17.8% | +25.8% | +9.9% |
| 6M | +21.0% | +37.4% | -16.4% | +13.1% |
| YTD | +56.2% | +59.7% | -3.4% | +42.0% |
| 1Y | +72.2% | +76.2% | -4.0% | +53.2% |
| 3Y | +118.1% | +28.2% | +89.9% | +95.2% |
| 5Y | +350.3% | +87.2% | +263.1% | +254.5% |
| All | +350.3% | +85.6% | +264.7% | +254.5% |
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