+227.7%
NXT vs LSCC
+33.7%
+194.0%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -2.3% | -2.5% | -4.0% |
| 7D | +4.0% | +5.0% | -1.1% | +2.1% |
| 30D | +15.9% | -11.7% | +27.7% | +20.3% |
| 3M | -3.0% | -13.3% | +10.3% | +0.9% |
| 6M | -20.7% | -12.5% | -8.2% | -17.8% |
| YTD | +14.6% | +51.2% | -36.6% | -0.3% |
| 1Y | -7.1% | +65.9% | -73.0% | -21.3% |
| 3Y | +189.4% | +95.3% | +94.1% | +121.1% |
| All | +227.7% | +33.7% | +194.0% | +174.9% |
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