+1,379.1%
LSCC vs GEN
+166.9%
+1,212.2%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.4% | 0.0% | +8.4% | +8.4% |
| 7D | +19.3% | -0.3% | +19.6% | +19.3% |
| 30D | -9.6% | +28.2% | -37.8% | -17.1% |
| 3M | -12.4% | +2.6% | -15.0% | -14.8% |
| 6M | -10.5% | +32.7% | -43.1% | -21.4% |
| YTD | +54.8% | +11.3% | +43.5% | +43.4% |
| 1Y | +79.4% | +17.9% | +61.4% | +62.6% |
| 3Y | +109.6% | +66.3% | +43.3% | +69.7% |
| 5Y | +40.4% | +31.7% | +8.7% | +20.6% |
| 10Y | +1,379.1% | +150.0% | +1,229.1% | +920.1% |
| All | +1,379.1% | +166.9% | +1,212.2% | +920.1% |
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