+1,795.0%
LSCC vs RRX
+214.6%
+1,580.4%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.5% | +0.8% | +1.0% |
| 7D | +5.2% | +4.3% | +0.9% | +2.4% |
| 30D | -9.6% | -8.0% | -1.6% | -4.6% |
| 3M | -17.8% | -22.0% | +4.2% | -3.9% |
| 6M | +37.4% | -11.9% | +49.3% | +48.8% |
| YTD | +59.7% | +17.1% | +42.6% | +43.4% |
| 1Y | +76.2% | +14.9% | +61.3% | +59.0% |
| 3Y | +28.2% | +6.9% | +21.3% | +16.0% |
| 5Y | +87.2% | +19.6% | +67.7% | +57.6% |
| 10Y | +1,795.0% | +215.9% | +1,579.1% | +886.1% |
| All | +1,795.0% | +214.6% | +1,580.4% | +886.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RRX.
Daily Out/Under-Performance
Portfolio return minus RRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRX 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 RRX 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