+82.0%
LSCC vs TRMB
-37.2%
+119.2%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -1.0% | +3.0% | +2.9% |
| 7D | +1.3% | -2.5% | +3.8% | +3.4% |
| 30D | -9.7% | +1.5% | -11.2% | -11.6% |
| 3M | -23.7% | +6.8% | -30.5% | -29.8% |
| 6M | +26.5% | -14.9% | +41.4% | +41.1% |
| YTD | +57.5% | -24.1% | +81.6% | +92.1% |
| 1Y | +75.7% | -25.4% | +101.1% | +116.9% |
| 3Y | +19.5% | +8.0% | +11.5% | +3.6% |
| All | +82.0% | -37.2% | +119.2% | +175.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling