+21.2%
LSCC vs GEN
+58.9%
-37.8%
-60.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -2.2% | +4.2% | +2.8% |
| 7D | +1.3% | -1.2% | +2.5% | +1.8% |
| 30D | -9.7% | +10.1% | -19.8% | -13.3% |
| 3M | -23.7% | +16.1% | -39.8% | -28.9% |
| 6M | +26.5% | +38.9% | -12.4% | +6.5% |
| YTD | +57.5% | +14.4% | +43.1% | +47.2% |
| 1Y | +75.7% | +5.9% | +69.8% | +72.1% |
| All | +21.2% | +58.9% | -37.8% | -9.7% |
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