+6,477.2%
TRV vs LSCC
+10,808.2%
-4,331.1%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +2.0% | -3.3% | -1.5% |
| 7D | -0.1% | +1.3% | -1.5% | -0.3% |
| 30D | -3.4% | -9.7% | +6.2% | -2.5% |
| 3M | +26.4% | -23.7% | +50.1% | +28.9% |
| 6M | +19.3% | +26.5% | -7.2% | +14.6% |
| YTD | +28.3% | +57.5% | -29.2% | +19.9% |
| 1Y | +34.3% | +75.7% | -41.4% | +23.5% |
| 3Y | +140.1% | +19.5% | +120.7% | +122.5% |
| 5Y | +155.7% | +83.8% | +72.0% | +118.7% |
| 10Y | +285.5% | +1,772.4% | -1,486.8% | +143.0% |
| All | +6,477.2% | +10,808.2% | -4,331.1% | +2,724.1% |
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