+582.3%
RVMD vs LSCC
+82.7%
+499.6%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.0% | -2.4% | -1.0% |
| 7D | +1.0% | +1.3% | -0.3% | +0.6% |
| 30D | +6.4% | -9.7% | +16.1% | +9.5% |
| 3M | +34.9% | -23.7% | +58.6% | +44.2% |
| 6M | +107.6% | +26.5% | +81.1% | +87.1% |
| YTD | +163.7% | +57.5% | +106.2% | +118.9% |
| 1Y | +439.2% | +75.7% | +363.5% | +327.2% |
| 3Y | +499.2% | +19.5% | +479.7% | +410.7% |
| All | +582.3% | +82.7% | +499.6% | +315.6% |
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