+1,379.1%
LSCC vs TRMB
+105.8%
+1,273.3%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.4% | +1.1% | +7.4% | +7.7% |
| 7D | +19.3% | -17.0% | +36.3% | +32.7% |
| 30D | -9.6% | -9.0% | -0.6% | -6.1% |
| 3M | -12.4% | -8.1% | -4.3% | -10.4% |
| 6M | -10.5% | -10.1% | -0.4% | -8.8% |
| YTD | +54.8% | -30.2% | +85.0% | +86.9% |
| 1Y | +79.4% | -30.7% | +110.1% | +117.5% |
| 3Y | +109.6% | +32.6% | +77.0% | +64.3% |
| 5Y | +40.4% | -38.1% | +78.5% | +81.7% |
| 10Y | +1,379.1% | +98.9% | +1,280.2% | +1,042.0% |
| All | +1,379.1% | +105.8% | +1,273.3% | +1,042.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TRMB.
Daily Out/Under-Performance
Portfolio return minus TRMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRMB 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 TRMB 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