+1.7%
RKT vs LSCC
+26.3%
-24.7%
-59.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +7.1% | -5.5% | -0.4% |
| 7D | +17.7% | +13.0% | +4.7% | +13.2% |
| 30D | +31.6% | -19.8% | +51.5% | +38.8% |
| 3M | +13.9% | -18.4% | +32.3% | +18.6% |
| 6M | +2.8% | -16.1% | +18.9% | +4.2% |
| YTD | -22.2% | +42.7% | -64.9% | -34.8% |
| 1Y | -3.5% | +68.0% | -71.5% | -23.5% |
| 3Y | +95.3% | +85.8% | +9.4% | +35.5% |
| All | +1.7% | +26.3% | -24.7% | -30.9% |
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