+1,351.6%
LSCC vs RRX
+200.5%
+1,151.1%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -2.3% | -3.2% | -3.9% |
| 7D | +7.0% | +4.3% | +2.6% | +4.3% |
| 30D | -2.3% | +12.3% | -14.6% | -8.6% |
| 3M | -12.5% | +3.7% | -16.2% | -13.3% |
| 6M | -10.6% | -13.9% | +3.3% | -0.2% |
| YTD | +52.7% | +26.5% | +26.2% | +31.9% |
| 1Y | +74.0% | +29.3% | +44.7% | +47.6% |
| 3Y | +104.8% | +65.6% | +39.2% | +44.4% |
| 5Y | +36.2% | +10.6% | +25.6% | +20.1% |
| All | +1,351.6% | +200.5% | +1,151.1% | +630.9% |
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