+1,435.5%
LSCC vs GEN
+147.0%
+1,288.5%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -3.1% | -0.1% | -2.3% |
| 7D | +21.2% | -3.0% | +24.2% | +22.3% |
| 30D | -1.9% | +24.7% | -26.6% | -9.1% |
| 3M | -8.1% | +4.1% | -12.2% | -11.0% |
| 6M | -5.2% | +36.0% | -41.3% | -17.5% |
| YTD | +61.5% | +10.9% | +50.7% | +49.9% |
| 1Y | +81.3% | +12.2% | +69.1% | +67.5% |
| 3Y | +108.7% | +63.3% | +45.4% | +70.0% |
| 5Y | +44.1% | +29.0% | +15.1% | +24.6% |
| All | +1,435.5% | +147.0% | +1,288.5% | +952.5% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 10y: compounded portfolio wealth divided by compounded GEN 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…
10y analysis · Full analysis span regression · 6 months rolling