+65.9%
LSCC vs NTR
+29.5%
+36.4%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.2% | -2.2% | -2.3% |
| 7D | +5.0% | +4.1% | +0.9% | +5.2% |
| 30D | -11.7% | +7.0% | -18.7% | -11.5% |
| 3M | -13.3% | +9.7% | -23.0% | -13.1% |
| 6M | -12.5% | +7.4% | -19.9% | -12.5% |
| YTD | +51.2% | +19.8% | +31.4% | +45.1% |
| 1Y | +65.9% | +25.4% | +40.5% | +55.9% |
| All | +65.9% | +29.5% | +36.4% | +55.9% |
Cumulative growth
Daily Returns
Daily percentage return beside NTR.
Daily Out/Under-Performance
Portfolio return minus NTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTR 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 1y: compounded portfolio wealth divided by compounded NTR 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…
1y analysis · Full analysis span regression · 6 months rolling