+72.4%
TER vs LSCC
+36.6%
+35.9%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.7% | +8.4% | +4.3% | +7.1% |
| 7D | -5.8% | +19.3% | -25.1% | -16.1% |
| 30D | -38.9% | -9.6% | -29.3% | -34.5% |
| 3M | -35.1% | -12.4% | -22.7% | -28.6% |
| 6M | -31.6% | -10.5% | -21.1% | -23.7% |
| YTD | +27.2% | +54.8% | -27.5% | +1.6% |
| 1Y | +35.2% | +79.4% | -44.2% | -1.2% |
| 3Y | +192.8% | +109.6% | +83.2% | +79.0% |
| 5Y | +72.4% | +40.4% | +32.1% | +17.0% |
| All | +72.4% | +36.6% | +35.9% | +17.0% |
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