+145.3%
BN vs LCID
-96.8%
+242.2%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -11.3% | +10.3% | +0.2% |
| 7D | -0.3% | +9.2% | -9.5% | -1.4% |
| 30D | +13.6% | -3.0% | +16.5% | +13.5% |
| 3M | -6.7% | -50.2% | +43.6% | -0.4% |
| 6M | -9.0% | -45.8% | +36.9% | -5.5% |
| YTD | -8.8% | -69.2% | +60.4% | -0.2% |
| 1Y | -10.6% | -80.4% | +69.8% | +2.2% |
| 3Y | +98.8% | -91.4% | +190.2% | +135.1% |
| 5Y | +33.6% | -99.3% | +132.9% | +76.0% |
| All | +145.3% | -96.8% | +242.2% | +238.4% |
Cumulative growth
Daily Returns
Daily percentage return beside LCID.
Daily Out/Under-Performance
Portfolio return minus LCID return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LCID 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 10y: compounded portfolio wealth divided by compounded LCID 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…
10y analysis · Full analysis span regression · 6 months rolling