+111.7%
NI vs LSCC
+33.9%
+77.7%
-24.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -5.5% | +6.0% | +0.7% |
| 7D | +4.3% | +7.0% | -2.7% | +4.0% |
| 30D | +12.4% | -2.3% | +14.7% | +12.3% |
| 3M | +10.2% | -12.5% | +22.7% | +10.5% |
| 6M | -0.8% | -10.6% | +9.8% | -0.9% |
| YTD | +13.2% | +52.7% | -39.5% | +10.1% |
| 1Y | +10.1% | +74.0% | -63.9% | +6.3% |
| 3Y | +103.1% | +104.8% | -1.7% | +90.8% |
| All | +111.7% | +33.9% | +77.7% | +95.6% |
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