+1,379.1%
LSCC vs TRGP
+772.2%
+606.9%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.4% | +3.4% | +5.0% | +7.5% |
| 7D | +19.3% | -7.2% | +26.5% | +21.8% |
| 30D | -9.6% | -4.2% | -5.5% | -8.7% |
| 3M | -12.4% | +7.0% | -19.4% | -14.5% |
| 6M | -10.5% | +11.2% | -21.7% | -14.0% |
| YTD | +54.8% | +51.1% | +3.7% | +35.6% |
| 1Y | +79.4% | +62.0% | +17.4% | +53.9% |
| 3Y | +109.6% | +248.2% | -138.6% | +46.4% |
| 5Y | +40.4% | +432.4% | -392.0% | -12.1% |
| 10Y | +1,379.1% | +739.5% | +639.6% | +644.5% |
| All | +1,379.1% | +772.2% | +606.9% | +644.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TRGP.
Daily Out/Under-Performance
Portfolio return minus TRGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRGP 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 TRGP 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