+1,379.1%
LSCC vs RGEN
+508.6%
+870.5%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.4% | +3.1% | +5.3% | +7.2% |
| 7D | +19.3% | +3.5% | +15.9% | +18.2% |
| 30D | -9.6% | +2.9% | -12.6% | -10.5% |
| 3M | -12.4% | +9.2% | -21.6% | -16.0% |
| 6M | -10.5% | +44.9% | -55.4% | -24.7% |
| YTD | +54.8% | +9.2% | +45.6% | +44.6% |
| 1Y | +79.4% | +25.3% | +54.1% | +58.5% |
| 3Y | +109.6% | +21.7% | +87.9% | +78.3% |
| 5Y | +40.4% | -34.5% | +74.9% | +41.0% |
| 10Y | +1,379.1% | +478.9% | +900.2% | +732.9% |
| All | +1,379.1% | +508.6% | +870.5% | +732.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 RGEN 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