+261.1%
RCL vs LSCC
+26.3%
+234.8%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +7.1% | -5.8% | -1.1% |
| 7D | +6.5% | +13.0% | -6.5% | +1.6% |
| 30D | +15.9% | -19.8% | +35.7% | +23.8% |
| 3M | +2.7% | -18.4% | +21.1% | +8.1% |
| 6M | +15.2% | -16.1% | +31.3% | +16.8% |
| YTD | +19.2% | +42.7% | -23.5% | -3.7% |
| 1Y | +31.6% | +68.0% | -36.4% | -0.7% |
| 3Y | +274.2% | +85.8% | +188.3% | +139.2% |
| All | +261.1% | +26.3% | +234.8% | +144.7% |
Cumulative growth
Daily Returns
Daily percentage return beside LSCC.
Daily Out/Under-Performance
Portfolio return minus LSCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LSCC 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 LSCC 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