+215.1%
SU vs LSCC
+26.3%
+188.8%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +7.1% | -7.6% | -1.3% |
| 7D | -13.4% | +13.0% | -26.4% | -14.8% |
| 30D | +0.9% | -19.8% | +20.7% | +3.2% |
| 3M | +12.8% | -18.4% | +31.2% | +14.7% |
| 6M | +8.3% | -16.1% | +24.4% | +8.6% |
| YTD | +58.2% | +42.7% | +15.5% | +44.9% |
| 1Y | +67.1% | +68.0% | -0.9% | +48.9% |
| 3Y | +125.6% | +85.8% | +39.8% | +88.1% |
| All | +215.1% | +26.3% | +188.8% | +177.1% |
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