+1,341.1%
LSCC vs TRMB
+102.8%
+1,238.3%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.1% | -2.4% | -2.4% |
| 7D | +5.0% | -16.6% | +21.6% | +16.4% |
| 30D | -11.7% | -8.9% | -2.9% | -8.3% |
| 3M | -13.3% | -6.3% | -7.0% | -12.5% |
| 6M | -12.5% | -10.0% | -2.6% | -10.9% |
| YTD | +51.2% | -30.1% | +81.3% | +82.4% |
| 1Y | +65.9% | -31.3% | +97.2% | +102.4% |
| 3Y | +95.3% | +30.8% | +64.5% | +54.5% |
| 5Y | +38.6% | -35.9% | +74.5% | +76.0% |
| All | +1,341.1% | +102.8% | +1,238.3% | +1,014.8% |
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