+96.9%
NI vs LCID
-97.6%
+194.4%
-24.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.1% | +2.3% | +1.3% |
| 7D | +2.3% | +1.8% | +0.5% | +2.3% |
| 30D | -1.7% | -34.2% | +32.6% | -0.8% |
| 3M | -8.0% | -9.1% | +1.1% | -8.1% |
| 6M | -8.6% | -52.6% | +44.0% | -7.4% |
| YTD | +2.3% | -56.2% | +58.5% | +3.8% |
| 1Y | +6.9% | -74.9% | +81.8% | +10.0% |
| 3Y | +70.6% | -92.1% | +162.6% | +77.5% |
| All | +96.9% | -97.6% | +194.4% | +102.9% |
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