+66.5%
NOC vs LCID
-95.4%
+162.0%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.7% | -4.2% | -2.5% |
| 7D | -5.2% | -6.6% | +1.4% | -5.2% |
| 30D | -7.2% | -30.1% | +22.9% | -7.1% |
| 3M | -5.1% | -17.6% | +12.5% | -5.2% |
| 6M | -31.1% | -54.4% | +23.4% | -31.0% |
| YTD | -8.6% | -55.7% | +47.1% | -8.4% |
| 1Y | -9.7% | -71.0% | +61.3% | -9.5% |
| 3Y | +24.3% | -92.6% | +116.9% | +24.2% |
| 5Y | +52.6% | -97.6% | +150.2% | +52.8% |
| All | +66.5% | -95.4% | +162.0% | +51.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling