+43.2%
TER vs LSCC
+57.8%
-14.7%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | +1.3% | -8.1% | -7.9% |
| 7D | -19.9% | +3.0% | -22.8% | -22.6% |
| 30D | -43.5% | -19.3% | -24.3% | -32.0% |
| 3M | -37.8% | -22.3% | -15.5% | -22.4% |
| 6M | -25.6% | -14.6% | -11.0% | -10.9% |
| YTD | +29.8% | +45.8% | -15.9% | +5.4% |
| 1Y | +43.2% | +69.6% | -26.4% | +5.6% |
| All | +43.2% | +57.8% | -14.7% | +5.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling