+5,554.3%
NI vs LSCC
+10,619.1%
-5,064.8%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +8.4% | -6.4% | +1.5% |
| 7D | +0.4% | +19.3% | -18.9% | -0.8% |
| 30D | +11.3% | -9.6% | +20.9% | +11.8% |
| 3M | +6.5% | -12.4% | +18.9% | +7.0% |
| 6M | -2.3% | -10.5% | +8.2% | -2.4% |
| YTD | +10.8% | +54.8% | -44.0% | +6.2% |
| 1Y | +6.2% | +79.4% | -73.1% | +0.8% |
| 3Y | +98.7% | +109.6% | -10.9% | +82.5% |
| 5Y | +111.3% | +40.4% | +71.0% | +95.6% |
| 10Y | +178.1% | +1,379.1% | -1,201.0% | +112.9% |
| All | +5,554.3% | +10,619.1% | -5,064.8% | +3,404.3% |
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