+183.7%
NOK vs LCID
-92.3%
+275.9%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -1.1% | +7.2% | +6.2% |
| 7D | +7.3% | +1.8% | +5.5% | +7.1% |
| 30D | +13.8% | -34.2% | +48.0% | +16.6% |
| 3M | -27.0% | -9.1% | -17.9% | -27.2% |
| 6M | +37.6% | -52.6% | +90.2% | +42.7% |
| YTD | +64.6% | -56.2% | +120.8% | +70.7% |
| 1Y | +132.0% | -74.9% | +206.9% | +148.7% |
| 3Y | +183.7% | -92.1% | +275.7% | +231.4% |
| All | +183.7% | -92.3% | +275.9% | +231.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling