-26.9%
TGT vs LSCC
+26.3%
-53.3%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +7.1% | -6.8% | -0.9% |
| 7D | +2.6% | +13.0% | -10.4% | +0.3% |
| 30D | +5.0% | -19.8% | +24.8% | +8.4% |
| 3M | +8.5% | -18.4% | +26.9% | +11.2% |
| 6M | +23.8% | -16.1% | +39.9% | +23.6% |
| YTD | +66.5% | +42.7% | +23.8% | +45.5% |
| 1Y | +84.9% | +68.0% | +16.9% | +55.1% |
| 3Y | +59.2% | +85.8% | -26.6% | +21.5% |
| All | -26.9% | +26.3% | -53.3% | -44.1% |
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