+129.8%
NI vs LCID
-95.9%
+225.8%
-24.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.1% | +1.5% | -0.6% |
| 7D | -0.6% | -9.1% | +8.6% | -0.4% |
| 30D | -1.4% | -37.6% | +36.2% | -0.7% |
| 3M | -10.6% | -11.1% | +0.5% | -10.7% |
| 6M | -9.9% | -59.2% | +49.3% | -8.7% |
| YTD | +1.2% | -60.5% | +61.6% | +2.4% |
| 1Y | +4.4% | -78.5% | +82.9% | +6.9% |
| 3Y | +68.6% | -92.8% | +161.4% | +73.7% |
| 5Y | +98.0% | -97.9% | +195.9% | +104.2% |
| All | +129.8% | -95.9% | +225.8% | +127.5% |
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