+104.8%
LSCC vs RGEN
+15.2%
+89.6%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | +0.8% | -6.2% | -5.8% |
| 7D | +7.0% | -3.3% | +10.3% | +8.4% |
| 30D | -2.3% | -5.8% | +3.5% | +0.2% |
| 3M | -12.5% | +0.2% | -12.7% | -13.3% |
| 6M | -10.6% | +56.8% | -67.4% | -28.0% |
| YTD | +52.7% | +2.4% | +50.3% | +46.7% |
| 1Y | +74.0% | +11.4% | +62.5% | +61.0% |
| 3Y | +104.8% | +15.2% | +89.6% | +71.4% |
| All | +104.8% | +15.2% | +89.6% | +71.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling