+25.5%
LSCC vs GEN
+32.5%
-7.0%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.1% | -2.6% | +9.8% | +8.0% |
| 7D | +13.0% | +2.3% | +10.7% | +12.0% |
| 30D | -19.8% | +33.1% | -52.9% | -28.4% |
| 3M | -18.4% | +6.5% | -24.9% | -21.9% |
| 6M | -16.1% | +53.8% | -69.9% | -34.0% |
| YTD | +42.7% | +11.2% | +31.5% | +30.9% |
| 1Y | +68.0% | +19.4% | +48.6% | +48.2% |
| 3Y | +85.8% | +81.0% | +4.8% | +33.2% |
| All | +25.5% | +32.5% | -7.0% | +0.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling