+141.4%
BN vs LCID
-97.1%
+238.5%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -9.2% | +7.6% | -0.6% |
| 7D | -1.0% | -10.2% | +9.2% | 0.0% |
| 30D | +14.0% | -10.2% | +24.1% | +14.8% |
| 3M | -9.0% | -54.1% | +45.1% | -2.1% |
| 6M | -8.8% | -53.8% | +44.9% | -3.7% |
| YTD | -10.3% | -72.0% | +61.8% | -0.9% |
| 1Y | -5.8% | -80.5% | +74.7% | +7.7% |
| 3Y | +94.8% | -92.6% | +187.3% | +133.6% |
| 5Y | +31.5% | -99.3% | +130.8% | +74.9% |
| All | +141.4% | -97.1% | +238.5% | +236.2% |
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