+73.5%
LSCC vs GEN
+84.3%
-10.8%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.6% | -0.9% | -7.7% | -8.4% |
| 7D | -4.8% | +8.5% | -13.3% | -6.7% |
| 30D | -27.1% | +34.2% | -61.3% | -32.8% |
| 3M | -23.6% | +10.0% | -33.6% | -26.3% |
| 6M | -19.8% | +56.8% | -76.6% | -35.4% |
| YTD | +33.2% | +14.2% | +19.0% | +25.6% |
| 1Y | +55.2% | +20.8% | +34.4% | +41.3% |
| All | +73.5% | +84.3% | -10.8% | +40.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling