+410.8%
NVT vs LSCC
+82.7%
+328.0%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.7% | -0.7% | -1.9% |
| 7D | +7.0% | +1.4% | +5.6% | +6.5% |
| 30D | -2.3% | -10.0% | +7.7% | +1.5% |
| 3M | -3.1% | -16.1% | +13.0% | +3.0% |
| 6M | +47.0% | +27.4% | +19.6% | +34.8% |
| YTD | +56.2% | +56.9% | -0.7% | +32.4% |
| 1Y | +74.5% | +74.6% | 0.0% | +42.0% |
| 3Y | +184.0% | +26.0% | +158.1% | +137.3% |
| 5Y | +410.8% | +86.1% | +324.6% | +244.1% |
| All | +410.8% | +82.7% | +328.0% | +244.1% |
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 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