+1,351.6%
LSCC vs RBA
+207.2%
+1,144.4%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | +0.9% | -6.4% | -5.9% |
| 7D | +7.0% | +1.7% | +5.2% | +6.2% |
| 30D | -2.3% | +8.3% | -10.7% | -6.0% |
| 3M | -12.5% | +10.5% | -23.1% | -16.9% |
| 6M | -10.6% | -5.9% | -4.7% | -9.8% |
| YTD | +52.7% | -6.9% | +59.6% | +53.6% |
| 1Y | +74.0% | -4.9% | +78.8% | +73.3% |
| 3Y | +104.8% | +64.5% | +40.3% | +61.2% |
| 5Y | +36.2% | +46.1% | -9.8% | +8.5% |
| All | +1,351.6% | +207.2% | +1,144.4% | +712.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 RBA 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