+1,751.4%
LSCC vs RACE
+818.0%
+933.5%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -1.9% | +3.9% | +3.2% |
| 7D | +1.3% | -2.5% | +3.8% | +2.9% |
| 30D | -9.7% | +0.8% | -10.4% | -10.4% |
| 3M | -23.7% | +17.2% | -40.9% | -31.7% |
| 6M | +26.5% | +13.6% | +12.9% | +15.0% |
| YTD | +57.5% | +12.2% | +45.3% | +43.3% |
| 1Y | +75.7% | -16.3% | +91.9% | +89.1% |
| 3Y | +19.5% | +36.4% | -17.0% | -10.3% |
| 5Y | +83.8% | +95.0% | -11.2% | +10.3% |
| All | +1,751.4% | +818.0% | +933.5% | +685.8% |
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