+7,128.3%
URI vs LSCC
+699.2%
+6,429.1%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -8.6% | +1.5% | -4.4% |
| 7D | -12.9% | -4.8% | -8.1% | -11.9% |
| 30D | -3.4% | -27.1% | +23.7% | +5.7% |
| 3M | -10.0% | -23.6% | +13.6% | -3.6% |
| 6M | +12.2% | -19.8% | +32.0% | +16.0% |
| YTD | +29.8% | +33.2% | -3.5% | +12.1% |
| 1Y | +24.6% | +55.2% | -30.6% | +2.3% |
| 3Y | +137.6% | +70.1% | +67.5% | +77.4% |
| 5Y | +176.6% | +19.5% | +157.1% | +119.3% |
| 10Y | +1,402.6% | +1,164.9% | +237.7% | +431.2% |
| All | +7,128.3% | +699.2% | +6,429.1% | +1,335.8% |
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