+149.8%
BN vs LCID
-96.3%
+246.1%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +4.7% | -6.1% | -1.8% |
| 7D | +4.3% | +24.8% | -20.5% | +1.8% |
| 30D | +14.3% | -0.5% | +14.8% | +13.9% |
| 3M | -4.1% | -43.0% | +38.9% | +0.9% |
| 6M | -9.7% | -40.5% | +30.9% | -7.0% |
| YTD | -7.1% | -64.3% | +57.2% | +0.1% |
| 1Y | -7.4% | -78.1% | +70.6% | +4.7% |
| 3Y | +102.3% | -90.1% | +192.4% | +135.9% |
| 5Y | +35.9% | -99.1% | +135.0% | +76.4% |
| All | +149.8% | -96.3% | +246.1% | +239.5% |
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