+6,961.6%
TRV vs LSCC
+9,784.2%
-2,822.7%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +7.1% | -9.0% | -2.6% |
| 7D | -0.3% | +13.0% | -13.2% | -1.6% |
| 30D | +9.6% | -19.8% | +29.4% | +11.6% |
| 3M | +2.7% | -18.4% | +21.1% | +4.2% |
| 6M | +32.0% | -16.1% | +48.1% | +32.2% |
| YTD | +37.8% | +42.7% | -4.9% | +29.3% |
| 1Y | +45.2% | +68.0% | -22.8% | +33.7% |
| 3Y | +145.3% | +85.8% | +59.4% | +115.8% |
| 5Y | +172.3% | +28.0% | +144.3% | +141.3% |
| 10Y | +367.3% | +1,255.1% | -887.8% | +203.9% |
| All | +6,961.6% | +9,784.2% | -2,822.7% | +2,944.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling