+203.4%
URI vs LSCC
+82.7%
+120.7%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +2.0% | -0.4% | +0.9% |
| 7D | -2.0% | +1.3% | -3.3% | -2.4% |
| 30D | -12.9% | -9.7% | -3.3% | -10.1% |
| 3M | -6.7% | -23.7% | +17.0% | +0.4% |
| 6M | +19.0% | +26.5% | -7.5% | +5.9% |
| YTD | +25.5% | +57.5% | -32.0% | +1.9% |
| 1Y | +5.5% | +75.7% | -70.1% | -18.8% |
| 3Y | +111.3% | +19.5% | +91.8% | +74.6% |
| All | +203.4% | +82.7% | +120.7% | +85.1% |
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