+373.1%
ROIV vs LSCC
+18.7%
+354.4%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -8.6% | +4.4% | -2.1% |
| 7D | -2.4% | -4.8% | +2.4% | -1.5% |
| 30D | +3.1% | -27.1% | +30.2% | +10.9% |
| 3M | +5.8% | -23.6% | +29.4% | +11.8% |
| 6M | +29.3% | -19.8% | +49.1% | +33.0% |
| YTD | +68.8% | +33.2% | +35.5% | +49.3% |
| 1Y | +81.0% | +55.2% | +25.8% | +53.2% |
| 3Y | +294.6% | +70.1% | +224.5% | +196.6% |
| 5Y | +373.1% | +19.5% | +353.6% | +212.9% |
| All | +373.1% | +18.7% | +354.4% | +212.9% |
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