+1,236.1%
LSCC vs RGEN
+527.2%
+708.9%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.1% | +3.0% | +4.2% | +6.0% |
| 7D | +13.0% | -1.9% | +14.9% | +14.1% |
| 30D | -19.8% | +3.7% | -23.6% | -20.9% |
| 3M | -18.4% | +8.8% | -27.2% | -21.7% |
| 6M | -16.1% | +38.0% | -54.1% | -28.1% |
| YTD | +42.7% | +5.9% | +36.9% | +34.9% |
| 1Y | +68.0% | +19.7% | +48.3% | +51.2% |
| 3Y | +85.8% | +20.5% | +65.3% | +58.7% |
| 5Y | +28.0% | -35.0% | +63.0% | +29.0% |
| All | +1,236.1% | +527.2% | +708.9% | +673.9% |
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