+8,410.9%
TER vs LSCC
+9,126.4%
-715.4%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.2% | -8.6% | -6.6% | -11.1% |
| 7D | -28.2% | -4.8% | -23.4% | -26.4% |
| 30D | -50.6% | -27.1% | -23.5% | -42.3% |
| 3M | -45.3% | -23.6% | -21.7% | -37.2% |
| 6M | -40.4% | -19.8% | -20.6% | -31.4% |
| YTD | +10.0% | +33.2% | -23.2% | -0.2% |
| 1Y | +13.6% | +55.2% | -41.6% | -4.1% |
| 3Y | +145.2% | +70.1% | +75.1% | +89.5% |
| 5Y | +50.4% | +19.5% | +30.8% | +31.9% |
| 10Y | +882.9% | +1,164.9% | -282.0% | +167.6% |
| All | +8,410.9% | +9,126.4% | -715.4% | +1,060.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling