+75.7%
LSCC vs TRI
-38.3%
+113.9%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -5.4% | +7.4% | +0.8% |
| 7D | +1.3% | -0.5% | +1.8% | +1.3% |
| 30D | -9.7% | +7.9% | -17.5% | -7.9% |
| 3M | -23.7% | +24.1% | -47.8% | -18.6% |
| 6M | +26.5% | +3.8% | +22.7% | +36.4% |
| YTD | +57.5% | -16.9% | +74.4% | +76.1% |
| 1Y | +75.7% | -38.4% | +114.1% | +88.5% |
| All | +75.7% | -38.3% | +113.9% | +88.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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