+82.0%
LSCC vs RACE
+93.6%
-11.5%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -1.9% | +3.9% | +3.3% |
| 7D | +1.3% | -2.5% | +3.8% | +3.1% |
| 30D | -9.7% | +0.8% | -10.4% | -10.5% |
| 3M | -23.7% | +17.2% | -40.9% | -32.7% |
| 6M | +26.5% | +13.6% | +12.9% | +13.4% |
| YTD | +57.5% | +12.2% | +45.3% | +41.3% |
| 1Y | +75.7% | -16.3% | +91.9% | +92.2% |
| 3Y | +19.5% | +36.4% | -17.0% | -21.8% |
| All | +82.0% | +93.6% | -11.5% | -14.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling