+1,379.1%
LSCC vs RRC
+63.1%
+1,316.0%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.4% | +0.3% | +8.2% | +8.4% |
| 7D | +19.3% | -10.3% | +29.6% | +21.5% |
| 30D | -9.6% | +19.5% | -29.1% | -12.6% |
| 3M | -12.4% | +27.9% | -40.3% | -16.4% |
| 6M | -10.5% | +21.2% | -31.6% | -14.0% |
| YTD | +54.8% | +39.6% | +15.2% | +44.2% |
| 1Y | +79.4% | +31.3% | +48.1% | +68.8% |
| 3Y | +109.6% | +51.9% | +57.6% | +92.2% |
| 5Y | +40.4% | +110.2% | -69.8% | +19.7% |
| 10Y | +1,379.1% | +56.7% | +1,322.4% | +876.4% |
| All | +1,379.1% | +63.1% | +1,316.0% | +876.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 RRC 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