+25.5%
LSCC vs RY
+122.0%
-96.5%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.1% | -1.3% | +8.4% | +8.6% |
| 7D | +13.0% | -0.9% | +13.9% | +14.1% |
| 30D | -19.8% | +5.9% | -25.7% | -24.9% |
| 3M | -18.4% | -4.3% | -14.1% | -14.3% |
| 6M | -16.1% | +12.1% | -28.2% | -26.3% |
| YTD | +42.7% | +20.3% | +22.5% | +16.2% |
| 1Y | +68.0% | +41.0% | +27.0% | +15.1% |
| 3Y | +85.8% | +157.5% | -71.7% | -33.3% |
| All | +25.5% | +122.0% | -96.5% | -45.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling