+10,370.6%
LSCC vs RRX
+4,334.9%
+6,035.7%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.5% | -1.9% | -2.1% |
| 7D | +5.0% | 0.0% | +5.0% | +5.3% |
| 30D | -11.7% | +9.0% | -20.8% | -15.0% |
| 3M | -13.3% | +4.0% | -17.3% | -14.0% |
| 6M | -12.5% | -15.7% | +3.2% | -2.9% |
| YTD | +51.2% | +29.0% | +22.2% | +33.6% |
| 1Y | +65.9% | +35.2% | +30.7% | +42.6% |
| 3Y | +95.3% | +67.7% | +27.6% | +48.8% |
| 5Y | +38.6% | +14.9% | +23.7% | +26.8% |
| 10Y | +1,352.3% | +216.8% | +1,135.5% | +676.8% |
| All | +10,370.6% | +4,334.9% | +6,035.7% | +2,633.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling