+50.3%
TER vs LSCC
+83.9%
-33.7%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +10.4% | -2.1% | -1.1% |
| 7D | +5.9% | +14.5% | -8.6% | -5.8% |
| 30D | -30.8% | -0.1% | -30.7% | -30.9% |
| 3M | -29.9% | -2.7% | -27.3% | -28.0% |
| 6M | -27.5% | -4.8% | -22.7% | -21.1% |
| YTD | +37.5% | +66.9% | -29.4% | -2.3% |
| 1Y | +50.3% | +85.8% | -35.6% | +0.2% |
| All | +50.3% | +83.9% | -33.7% | +0.2% |
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