+82.0%
LSCC vs RRC
+156.2%
-74.2%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.9% | +2.9% | +2.2% |
| 7D | +1.3% | +1.3% | 0.0% | +0.9% |
| 30D | -9.7% | +10.1% | -19.8% | -12.1% |
| 3M | -23.7% | +4.0% | -27.7% | -24.8% |
| 6M | +26.5% | +1.6% | +24.9% | +24.6% |
| YTD | +57.5% | +19.7% | +37.8% | +47.1% |
| 1Y | +75.7% | +21.4% | +54.3% | +62.5% |
| 3Y | +19.5% | +29.7% | -10.2% | +8.0% |
| All | +82.0% | +156.2% | -74.2% | +41.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling