+68.0%
LSCC vs RY
+40.6%
+27.4%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.1% | -1.3% | +8.4% | +8.7% |
| 7D | +13.0% | -0.9% | +13.9% | +14.4% |
| 30D | -19.8% | +5.9% | -25.7% | -25.5% |
| 3M | -18.4% | -4.3% | -14.1% | -12.9% |
| 6M | -16.1% | +12.1% | -28.2% | -29.4% |
| YTD | +42.7% | +20.3% | +22.5% | +3.1% |
| 1Y | +68.0% | +41.0% | +27.0% | -5.5% |
| All | +68.0% | +40.6% | +27.4% | -5.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RY.
Daily Out/Under-Performance
Portfolio return minus RY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RY 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 1y: compounded portfolio wealth divided by compounded RY 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…
1y analysis · Full analysis span regression · 6 months rolling