+18.2%
TER vs LSCC
+68.2%
-50.0%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +7.1% | -4.6% | -3.8% |
| 7D | -20.5% | +13.0% | -33.4% | -29.0% |
| 30D | -47.0% | -19.8% | -27.2% | -35.5% |
| 3M | -43.3% | -18.4% | -24.9% | -31.8% |
| 6M | -42.9% | -16.1% | -26.8% | -30.1% |
| YTD | +12.9% | +42.7% | -29.9% | -6.6% |
| 1Y | +18.2% | +68.0% | -49.8% | -12.2% |
| All | +18.2% | +68.2% | -50.0% | -12.2% |
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