+1,795.0%
LSCC vs TRU
+138.6%
+1,656.4%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -2.8% | +4.2% | +2.9% |
| 7D | +5.2% | -7.2% | +12.4% | +9.1% |
| 30D | -9.6% | -2.8% | -6.8% | -9.0% |
| 3M | -17.8% | +13.0% | -30.8% | -25.9% |
| 6M | +37.4% | +0.7% | +36.8% | +31.1% |
| YTD | +59.7% | -9.0% | +68.7% | +57.9% |
| 1Y | +76.2% | -16.3% | +92.5% | +81.5% |
| 3Y | +28.2% | -1.1% | +29.2% | +15.4% |
| 5Y | +87.2% | -36.0% | +123.2% | +115.3% |
| 10Y | +1,795.0% | +139.9% | +1,655.1% | +1,307.6% |
| All | +1,795.0% | +138.6% | +1,656.4% | +1,307.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 TRU 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