+10.9%
NEE vs LCID
-97.7%
+108.6%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.1% | +1.5% | +0.5% |
| 7D | +1.1% | +1.8% | -0.7% | +1.0% |
| 30D | -0.2% | -34.2% | +34.0% | +1.9% |
| 3M | +0.5% | -9.1% | +9.7% | 0.0% |
| 6M | -6.5% | -52.6% | +46.1% | -3.8% |
| YTD | +6.7% | -56.2% | +62.9% | +10.1% |
| 1Y | +23.6% | -74.9% | +98.5% | +31.6% |
| 3Y | +37.1% | -92.1% | +129.2% | +51.5% |
| 5Y | +10.9% | -97.6% | +108.5% | +32.9% |
| All | +10.9% | -97.7% | +108.6% | +32.9% |
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