+30.3%
BN vs LCID
-99.2%
+129.6%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +10.4% | -11.3% | -2.4% |
| 7D | +5.3% | +8.9% | -3.6% | +3.9% |
| 30D | +11.9% | -15.4% | +27.3% | +14.0% |
| 3M | -5.7% | -52.9% | +47.1% | +3.7% |
| 6M | -10.6% | -46.8% | +36.2% | -5.7% |
| YTD | -9.4% | -68.9% | +59.5% | +2.4% |
| 1Y | -8.8% | -81.7% | +72.9% | +11.1% |
| 3Y | +95.6% | -92.4% | +188.0% | +151.4% |
| All | +30.3% | -99.2% | +129.6% | +108.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling