+1,236.1%
LSCC vs RACE
+740.1%
+496.1%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.1% | -1.5% | +8.6% | +8.1% |
| 7D | +13.0% | +5.1% | +7.9% | +9.6% |
| 30D | -19.8% | +7.7% | -27.5% | -23.6% |
| 3M | -18.4% | +2.2% | -20.6% | -19.8% |
| 6M | -16.1% | +23.8% | -39.9% | -28.1% |
| YTD | +42.7% | +13.9% | +28.8% | +28.3% |
| 1Y | +68.0% | +3.8% | +64.2% | +60.2% |
| 3Y | +85.8% | +28.0% | +57.8% | +45.6% |
| 5Y | +28.0% | +64.9% | -36.9% | -16.8% |
| All | +1,236.1% | +740.1% | +496.1% | +418.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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