+1,486.2%
LSCC vs RACE
+738.5%
+747.6%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.4% | 0.0% | +10.3% | +10.4% |
| 7D | +14.5% | -3.9% | +18.3% | +17.5% |
| 30D | -0.1% | +6.8% | -6.9% | -4.2% |
| 3M | -2.7% | +1.3% | -4.0% | -3.8% |
| 6M | -4.8% | +26.3% | -31.1% | -19.4% |
| YTD | +66.9% | +13.8% | +53.1% | +50.1% |
| 1Y | +85.8% | -0.5% | +86.3% | +82.4% |
| 3Y | +115.6% | +25.6% | +89.9% | +71.2% |
| 5Y | +48.8% | +67.6% | -18.8% | -4.2% |
| All | +1,486.2% | +738.5% | +747.6% | +514.8% |
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