+154.5%
NI vs LCID
-96.4%
+250.9%
-24.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.7% | +3.2% | +0.6% |
| 7D | +0.6% | +8.9% | -8.3% | +0.4% |
| 30D | +11.2% | +6.8% | +4.4% | +11.0% |
| 3M | +9.2% | -45.2% | +54.4% | +10.1% |
| 6M | -1.8% | -39.1% | +37.3% | -1.4% |
| YTD | +12.0% | -65.3% | +77.3% | +13.6% |
| 1Y | +6.4% | -78.4% | +84.8% | +8.9% |
| 3Y | +99.4% | -90.3% | +189.7% | +104.7% |
| 5Y | +113.1% | -99.2% | +212.3% | +120.2% |
| All | +154.5% | -96.4% | +250.9% | +152.2% |
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