+60.4%
NOC vs LCID
-99.2%
+159.6%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +9.4% | -6.7% | +2.6% |
| 7D | -2.9% | +20.0% | -22.9% | -3.2% |
| 30D | +12.1% | -5.0% | +17.2% | +12.2% |
| 3M | -5.3% | -48.9% | +43.6% | -4.5% |
| 6M | -1.0% | -43.2% | +42.2% | -0.7% |
| YTD | -4.3% | -65.9% | +61.6% | -3.2% |
| 1Y | -3.6% | -79.2% | +75.5% | -2.0% |
| 3Y | +22.9% | -90.4% | +113.3% | +25.2% |
| 5Y | +60.4% | -99.2% | +159.6% | +68.2% |
| All | +60.4% | -99.2% | +159.6% | +68.2% |
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 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