+717.0%
NVT vs LSCC
+2,107.6%
-1,390.6%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +2.0% | +0.6% | +1.9% |
| 7D | +5.1% | +1.3% | +3.8% | +4.6% |
| 30D | -3.7% | -9.7% | +6.0% | -0.3% |
| 3M | -10.1% | -23.7% | +13.6% | -2.1% |
| 6M | +37.5% | +26.5% | +11.0% | +26.9% |
| YTD | +53.7% | +57.5% | -3.8% | +31.5% |
| 1Y | +70.9% | +75.7% | -4.8% | +40.5% |
| 3Y | +180.4% | +19.5% | +160.9% | +141.9% |
| 5Y | +393.5% | +83.8% | +309.7% | +253.7% |
| All | +717.0% | +2,107.6% | -1,390.6% | +247.2% |
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