+5,440.1%
NI vs LSCC
+9,784.2%
-4,344.1%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +7.1% | -7.8% | -1.1% |
| 7D | -0.9% | +13.0% | -13.9% | -1.8% |
| 30D | +9.6% | -19.8% | +29.5% | +11.0% |
| 3M | +2.5% | -18.4% | +20.9% | +3.5% |
| 6M | -5.8% | -16.1% | +10.3% | -5.5% |
| YTD | +8.6% | +42.7% | -34.2% | +4.6% |
| 1Y | +6.0% | +68.0% | -62.0% | +0.9% |
| 3Y | +91.0% | +85.8% | +5.2% | +76.9% |
| 5Y | +104.8% | +28.0% | +76.7% | +90.7% |
| 10Y | +176.7% | +1,255.1% | -1,078.4% | +113.1% |
| All | +5,440.1% | +9,784.2% | -4,344.1% | +3,352.2% |
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