+348.7%
RMD vs LSCC
+1,398.6%
-1,049.9%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +8.4% | -8.3% | -1.2% |
| 7D | +1.2% | +19.3% | -18.1% | -2.0% |
| 30D | +2.5% | -9.6% | +12.1% | +3.6% |
| 3M | +11.5% | -12.4% | +24.0% | +12.7% |
| 6M | +14.7% | -10.5% | +25.1% | +13.5% |
| YTD | -1.3% | +54.8% | -56.1% | -13.1% |
| 1Y | -5.3% | +79.4% | -84.7% | -19.0% |
| 3Y | +68.8% | +109.6% | -40.8% | +32.4% |
| 5Y | -5.9% | +40.4% | -46.2% | -24.5% |
| 10Y | +348.7% | +1,379.1% | -1,030.4% | +132.4% |
| All | +348.7% | +1,398.6% | -1,049.9% | +132.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling