-4.8%
TLT vs LSCC
+68.2%
-73.0%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +7.1% | -7.1% | 0.0% |
| 7D | +0.1% | +13.0% | -12.9% | 0.0% |
| 30D | +6.2% | -19.8% | +26.0% | +6.6% |
| 3M | +0.1% | -18.4% | +18.5% | +0.3% |
| 6M | -3.0% | -16.1% | +13.2% | -3.0% |
| YTD | -2.7% | +42.7% | -45.5% | -4.1% |
| 1Y | -4.8% | +68.0% | -72.8% | -6.7% |
| All | -4.8% | +68.2% | -73.0% | -6.7% |
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