+126.5%
TDG vs LSCC
+82.7%
+43.7%
-25.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.7% | 0.0% | -1.4% |
| 7D | -2.4% | +1.4% | -3.8% | -2.7% |
| 30D | -8.0% | -10.0% | +2.0% | -6.3% |
| 3M | -10.5% | -16.1% | +5.6% | -8.5% |
| 6M | -11.9% | +27.4% | -39.3% | -18.2% |
| YTD | -15.4% | +56.9% | -72.3% | -25.3% |
| 1Y | -14.2% | +74.6% | -88.8% | -26.6% |
| 3Y | +51.0% | +26.0% | +25.1% | +33.1% |
| 5Y | +126.5% | +86.1% | +40.3% | +60.0% |
| All | +126.5% | +82.7% | +43.7% | +60.0% |
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 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