+85.8%
LSCC vs GEN
+18.5%
+67.3%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.4% | +2.1% | +8.3% | +10.6% |
| 7D | +14.5% | -0.8% | +15.3% | +14.3% |
| 30D | -0.1% | +31.2% | -31.3% | +3.0% |
| 3M | -2.7% | +6.1% | -8.7% | -0.8% |
| 6M | -4.8% | +38.1% | -42.9% | -6.1% |
| YTD | +66.9% | +14.4% | +52.5% | +66.2% |
| 1Y | +85.8% | +15.1% | +70.7% | +83.6% |
| All | +85.8% | +18.5% | +67.3% | +83.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling