+126.5%
BN vs LCID
-95.8%
+222.4%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -7.8% | +5.9% | -1.1% |
| 7D | -3.0% | -9.3% | +6.3% | -2.0% |
| 30D | -13.0% | -35.4% | +22.4% | -9.2% |
| 3M | -15.2% | -17.1% | +1.9% | -15.2% |
| 6M | -5.9% | -58.9% | +53.0% | +0.9% |
| YTD | -15.8% | -59.6% | +43.8% | -9.9% |
| 1Y | -12.2% | -78.0% | +65.8% | -0.4% |
| 3Y | +72.2% | -92.7% | +164.9% | +106.3% |
| 5Y | +33.2% | -97.8% | +131.0% | +71.0% |
| All | +126.5% | -95.8% | +222.4% | +205.5% |
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