+119.7%
NOK vs LCID
-97.1%
+216.8%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -9.2% | +6.7% | -2.0% |
| 7D | +5.4% | -10.2% | +15.5% | +5.9% |
| 30D | -14.1% | -10.2% | -4.0% | -13.8% |
| 3M | -23.6% | -54.1% | +30.5% | -20.8% |
| 6M | -45.1% | -53.8% | +8.6% | -43.5% |
| YTD | +24.7% | -72.0% | +96.8% | +30.9% |
| 1Y | +19.0% | -80.5% | +99.5% | +27.0% |
| 3Y | +147.0% | -92.6% | +239.6% | +168.9% |
| 5Y | +58.2% | -99.3% | +157.5% | +75.4% |
| All | +119.7% | -97.1% | +216.8% | +190.7% |
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