+295.4%
TRV vs LSCC
+1,833.8%
-1,538.4%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.7% | +2.1% | +0.5% |
| 7D | +0.2% | +1.4% | -1.2% | +0.1% |
| 30D | -2.3% | -10.0% | +7.7% | -1.5% |
| 3M | +22.7% | -16.1% | +38.8% | +23.8% |
| 6M | +21.9% | +27.4% | -5.4% | +17.5% |
| YTD | +27.5% | +56.9% | -29.4% | +19.8% |
| 1Y | +36.2% | +74.6% | -38.3% | +26.1% |
| 3Y | +140.6% | +26.0% | +114.6% | +124.0% |
| 5Y | +154.5% | +86.1% | +68.4% | +115.3% |
| 10Y | +295.4% | +1,830.6% | -1,535.2% | +140.7% |
| All | +295.4% | +1,833.8% | -1,538.4% | +140.7% |
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 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