+1,236.1%
LSCC vs RVTY
+206.3%
+1,029.8%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.1% | +2.8% | +4.3% | +5.3% |
| 7D | +13.0% | -1.2% | +14.2% | +14.2% |
| 30D | -19.8% | +1.0% | -20.9% | -20.1% |
| 3M | -18.4% | +35.8% | -54.2% | -34.2% |
| 6M | -16.1% | +56.7% | -72.8% | -39.5% |
| YTD | +42.7% | +60.7% | -18.0% | -1.0% |
| 1Y | +68.0% | +73.7% | -5.7% | +9.9% |
| 3Y | +85.8% | +82.8% | +3.1% | +14.8% |
| 5Y | +28.0% | -7.0% | +35.1% | +25.9% |
| All | +1,236.1% | +206.3% | +1,029.8% | +597.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 RVTY 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